-14.2%
ACN vs APO
+50.3%
-64.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +4.7% | -7.0% | -3.5% |
| 7D | -2.5% | +2.3% | -4.8% | -3.2% |
| 30D | +22.6% | +3.0% | +19.7% | +21.5% |
| 3M | +45.9% | -3.7% | +49.6% | +46.9% |
| 6M | +43.8% | -7.5% | +51.3% | +45.9% |
| YTD | -2.5% | -14.5% | +12.1% | +0.5% |
| 1Y | +6.5% | -6.2% | +12.6% | +7.2% |
| 3Y | -14.2% | +51.9% | -66.1% | -21.6% |
| All | -14.2% | +50.3% | -64.5% | -21.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling