+93.1%
ACN vs AU
+699.0%
-605.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.5% | +2.8% | +3.4% |
| 7D | -1.5% | -4.3% | +2.8% | -1.4% |
| 30D | +2.1% | +7.3% | -5.2% | +1.9% |
| 3M | +11.1% | +26.3% | -15.2% | +10.4% |
| 6M | -6.8% | +1.8% | -8.6% | -7.0% |
| YTD | -30.0% | +26.8% | -56.9% | -30.9% |
| 1Y | -23.1% | +66.7% | -89.8% | -25.1% |
| 3Y | -40.4% | +579.1% | -619.5% | -46.3% |
| 5Y | -41.6% | +689.3% | -730.9% | -48.2% |
| All | +93.1% | +699.0% | -605.9% | +87.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 10y: compounded portfolio wealth divided by compounded AU 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…
10y analysis · Full analysis span regression · 6 months rolling