+1,623.2%
ACN vs AU
+750.9%
+872.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.1% | -3.0% | -4.1% |
| 7D | -4.8% | -0.3% | -4.5% | -4.8% |
| 30D | +1.9% | +12.8% | -10.9% | +1.2% |
| 3M | +3.9% | +28.5% | -24.6% | +2.2% |
| 6M | -15.0% | +4.8% | -19.8% | -15.7% |
| YTD | -31.9% | +31.0% | -62.9% | -33.6% |
| 1Y | -28.5% | +81.4% | -109.9% | -31.9% |
| 3Y | -41.9% | +618.4% | -660.3% | -50.3% |
| 5Y | -42.9% | +686.3% | -729.2% | -52.0% |
| 10Y | +88.7% | +664.5% | -575.8% | +53.7% |
| All | +1,623.2% | +750.9% | +872.3% | +1,207.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling