+152.3%
ACN vs AMC
-98.8%
+251.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.7% | +2.9% | +0.3% |
| 7D | -3.8% | +3.5% | -7.3% | -3.9% |
| 30D | +16.5% | +12.5% | +4.1% | +16.2% |
| 3M | +41.5% | +23.6% | +17.9% | +40.6% |
| 6M | +60.1% | +144.4% | -84.3% | +56.3% |
| YTD | -3.9% | +108.3% | -112.3% | -6.1% |
| 1Y | +4.1% | +38.9% | -34.8% | +2.6% |
| 3Y | -15.9% | -58.9% | +43.0% | -16.2% |
| 5Y | -26.3% | -99.2% | +72.9% | -23.8% |
| All | +152.3% | -98.8% | +251.1% | +126.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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