+513.7%
ACN vs APTV
+143.1%
+370.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.9% | +2.5% | +1.9% |
| 7D | +1.6% | -4.3% | +5.8% | +2.8% |
| 30D | +24.6% | -9.7% | +34.3% | +28.2% |
| 3M | +46.2% | -20.6% | +66.7% | +56.0% |
| 6M | +46.2% | -31.7% | +77.9% | +59.8% |
| YTD | -0.9% | -48.0% | +47.1% | +16.8% |
| 1Y | +8.8% | -52.1% | +60.8% | +31.3% |
| 3Y | -14.3% | -47.9% | +33.6% | -3.2% |
| 5Y | -22.6% | -76.9% | +54.3% | +10.0% |
| 10Y | +153.7% | -26.7% | +180.5% | +122.6% |
| All | +513.7% | +143.1% | +370.6% | +229.3% |
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 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