+152.3%
ACN vs APO
+837.1%
-684.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.7% | -1.5% | -0.4% |
| 7D | -3.8% | +5.8% | -9.6% | -5.7% |
| 30D | +16.5% | +8.9% | +7.6% | +13.0% |
| 3M | +41.5% | -13.6% | +55.1% | +48.0% |
| 6M | +60.1% | -5.4% | +65.5% | +61.5% |
| YTD | -3.9% | -13.6% | +9.7% | -0.6% |
| 1Y | +4.1% | -2.5% | +6.6% | +3.3% |
| 3Y | -15.9% | +50.9% | -66.7% | -31.5% |
| 5Y | -26.3% | +81.4% | -107.7% | -45.9% |
| All | +152.3% | +837.1% | -684.8% | +11.4% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 APO 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