+86.8%
ACN vs APTV
-15.8%
+102.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.7% | -1.5% | +0.5% |
| 7D | -7.9% | -1.8% | -6.1% | -7.4% |
| 30D | -1.1% | -7.9% | +6.9% | +1.1% |
| 3M | +5.6% | -29.9% | +35.5% | +15.5% |
| 6M | -9.9% | -36.6% | +26.6% | +0.2% |
| YTD | -32.3% | -40.0% | +7.6% | -23.7% |
| 1Y | -25.3% | -44.0% | +18.7% | -14.2% |
| 3Y | -42.3% | -54.5% | +12.3% | -32.0% |
| 5Y | -43.5% | -68.8% | +25.3% | -27.4% |
| All | +86.8% | -15.8% | +102.6% | +72.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded APTV 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling