+93.1%
ACN vs BLK
+283.5%
-190.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.6% | +1.7% | +2.5% |
| 7D | -1.5% | -3.3% | +1.8% | +0.4% |
| 30D | +2.1% | -6.5% | +8.6% | +6.0% |
| 3M | +11.1% | +6.7% | +4.3% | +6.8% |
| 6M | -6.8% | +14.7% | -21.6% | -14.6% |
| YTD | -30.0% | +2.5% | -32.6% | -31.9% |
| 1Y | -23.1% | -2.8% | -20.4% | -23.1% |
| 3Y | -40.4% | +65.9% | -106.3% | -57.6% |
| 5Y | -41.6% | +33.0% | -74.5% | -53.5% |
| All | +93.1% | +283.5% | -190.4% | -10.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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