-42.9%
ACN vs APO
+134.3%
-177.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.4% | -2.7% | -3.7% |
| 7D | -4.8% | +0.1% | -4.9% | -4.8% |
| 30D | +1.9% | +3.9% | -2.0% | +0.5% |
| 3M | +3.9% | +3.8% | +0.1% | +2.1% |
| 6M | -15.0% | +22.3% | -37.3% | -21.3% |
| YTD | -31.9% | -7.8% | -24.1% | -30.7% |
| 1Y | -28.5% | -0.3% | -28.2% | -29.5% |
| 3Y | -41.9% | +57.1% | -99.0% | -54.3% |
| 5Y | -42.9% | +137.0% | -179.8% | -63.8% |
| All | -42.9% | +134.3% | -177.2% | -63.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling