+1,612.4%
ACN vs BKR
+319.4%
+1,293.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -6.7% | +7.9% | +2.9% |
| 7D | -7.9% | -6.7% | -1.2% | -6.4% |
| 30D | -1.1% | -8.3% | +7.3% | +1.0% |
| 3M | +5.6% | -5.4% | +11.0% | +6.7% |
| 6M | -9.9% | +0.8% | -10.8% | -11.1% |
| YTD | -32.3% | +31.8% | -64.2% | -37.9% |
| 1Y | -25.3% | +28.6% | -53.9% | -31.2% |
| 3Y | -42.3% | +71.2% | -113.5% | -51.8% |
| 5Y | -43.5% | +179.2% | -222.7% | -59.9% |
| 10Y | +90.8% | +124.0% | -33.2% | +28.5% |
| All | +1,612.4% | +319.4% | +1,293.1% | +635.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BKR.
Daily Out/Under-Performance
Portfolio return minus BKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BKR 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 BKR 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