+31.5%
ACI vs DAR
+129.1%
-97.6%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.7% | -3.7% | +0.4% |
| 7D | -5.9% | -2.8% | -3.1% | -5.6% |
| 30D | +7.2% | -12.8% | +20.0% | +8.7% |
| 3M | +8.8% | -11.6% | +20.4% | +10.0% |
| 6M | -17.2% | -16.8% | -0.4% | -15.8% |
| YTD | -21.3% | +45.9% | -67.2% | -24.9% |
| 1Y | -23.7% | +61.5% | -85.2% | -28.2% |
| 3Y | -32.8% | +23.0% | -55.8% | -36.0% |
| 5Y | -41.4% | -35.8% | -5.5% | -41.1% |
| All | +31.5% | +129.1% | -97.6% | -2.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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