+33.3%
ACI vs DAR
+144.2%
-110.9%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.1% | -1.9% | -0.9% |
| 7D | +2.3% | +11.6% | -9.3% | +1.0% |
| 30D | +1.2% | -10.2% | +11.5% | +2.3% |
| 3M | +6.8% | -14.8% | +21.6% | +8.4% |
| 6M | -18.7% | -10.1% | -8.7% | -18.0% |
| YTD | -20.2% | +55.5% | -75.7% | -24.5% |
| 1Y | -23.7% | +61.7% | -85.4% | -28.2% |
| 3Y | -31.6% | +37.2% | -68.8% | -35.7% |
| 5Y | -42.8% | -26.9% | -15.8% | -43.0% |
| All | +33.3% | +144.2% | -110.9% | -1.7% |
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