+88.7%
ACN vs RL
+304.3%
-215.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | RL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.1% | -3.0% | -3.8% |
| 7D | -4.8% | +1.9% | -6.7% | -5.3% |
| 30D | +1.9% | -12.2% | +14.1% | +5.2% |
| 3M | +3.9% | -6.6% | +10.5% | +5.1% |
| 6M | -15.0% | +3.2% | -18.2% | -16.9% |
| YTD | -31.9% | -1.3% | -30.6% | -32.7% |
| 1Y | -28.5% | +13.6% | -42.1% | -32.1% |
| 3Y | -41.9% | +210.9% | -252.8% | -59.4% |
| 5Y | -42.9% | +246.9% | -289.7% | -62.2% |
| 10Y | +88.7% | +310.1% | -221.4% | +14.4% |
| All | +88.7% | +304.3% | -215.6% | +14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RL.
Daily Out/Under-Performance
Portfolio return minus RL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RL 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded RL 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling