+17.7%
ACI vs BB
+55.1%
-37.4%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.7% | +1.4% | -1.1% |
| 7D | -7.1% | -2.1% | -5.0% | -7.0% |
| 30D | -4.5% | -16.0% | +11.5% | -3.6% |
| 3M | -22.3% | -14.5% | -7.8% | -22.0% |
| 6M | -28.4% | +118.6% | -147.0% | -32.9% |
| YTD | -29.5% | +98.9% | -128.5% | -33.5% |
| 1Y | -34.2% | +99.5% | -133.7% | -38.3% |
| 3Y | -45.7% | +65.4% | -111.0% | -49.5% |
| 5Y | -40.8% | -27.6% | -13.1% | -41.7% |
| All | +17.7% | +55.1% | -37.4% | +13.8% |
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