+32.6%
ACI vs BB
+93.4%
-60.9%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.8% | -4.2% | -1.5% |
| 7D | -5.3% | +7.3% | -12.6% | -5.7% |
| 30D | +5.0% | +11.2% | -6.2% | +4.2% |
| 3M | +7.5% | +4.7% | +2.8% | +6.9% |
| 6M | -16.0% | +51.1% | -67.1% | -19.1% |
| YTD | -20.6% | +148.0% | -168.7% | -26.3% |
| 1Y | -23.5% | +106.1% | -129.7% | -28.1% |
| 3Y | -32.1% | +158.2% | -190.4% | -39.0% |
| 5Y | -42.5% | -10.8% | -31.7% | -44.0% |
| All | +32.6% | +93.4% | -60.9% | +26.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded BB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling