+2,427.5%
ACN vs KEY
+91.1%
+2,336.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.2% | -1.6% |
| 7D | +0.9% | -1.3% | +2.2% | +1.2% |
| 30D | +33.5% | +5.1% | +28.4% | +32.0% |
| 3M | +53.5% | -7.1% | +60.6% | +55.9% |
| 6M | +52.2% | -4.4% | +56.6% | +53.5% |
| YTD | -0.1% | +4.0% | -4.1% | -1.3% |
| 1Y | +11.0% | +23.4% | -12.4% | +5.5% |
| 3Y | -11.8% | +113.9% | -125.7% | -27.3% |
| 5Y | -22.8% | +12.3% | -35.1% | -29.0% |
| 10Y | +162.4% | +125.5% | +37.0% | +95.3% |
| All | +2,427.5% | +91.1% | +2,336.4% | +1,266.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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