+93.1%
ACN vs KR
+129.5%
-36.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +2.7% | +0.7% | +3.0% |
| 7D | -1.5% | -0.2% | -1.3% | -1.5% |
| 30D | +2.1% | +5.1% | -3.0% | +1.5% |
| 3M | +11.1% | -8.2% | +19.3% | +12.2% |
| 6M | -6.8% | -18.0% | +11.1% | -5.1% |
| YTD | -30.0% | -4.8% | -25.3% | -29.7% |
| 1Y | -23.1% | -11.0% | -12.1% | -22.3% |
| 3Y | -40.4% | +37.7% | -78.1% | -42.9% |
| 5Y | -41.6% | +52.8% | -94.4% | -45.0% |
| All | +93.1% | +129.5% | -36.4% | +70.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 KR 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