+494.6%
ACN vs APTV
+138.1%
+356.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.3% |
| 7D | -3.8% | -1.7% | -2.1% | -3.4% |
| 30D | +16.5% | -11.6% | +28.1% | +20.7% |
| 3M | +41.5% | -21.2% | +62.7% | +51.3% |
| 6M | +60.1% | -28.5% | +88.6% | +72.4% |
| YTD | -3.9% | -49.1% | +45.1% | +13.9% |
| 1Y | +4.1% | -52.2% | +56.3% | +25.8% |
| 3Y | -15.9% | -48.6% | +32.8% | -4.6% |
| 5Y | -26.3% | -77.3% | +50.9% | +5.2% |
| 10Y | +148.2% | -26.9% | +175.1% | +117.7% |
| All | +494.6% | +138.1% | +356.6% | +221.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling