+11.9%
ACN vs ROIV
+97.8%
-85.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +6.1% | -2.3% | +4.0% |
| 7D | +8.6% | +3.0% | +5.6% | +8.7% |
| 30D | +36.6% | +6.8% | +29.7% | +37.0% |
| 3M | +56.3% | +10.5% | +45.8% | +56.8% |
| 6M | +49.7% | +34.8% | +14.9% | +47.4% |
| YTD | +1.3% | +76.2% | -74.8% | -2.6% |
| 1Y | +11.9% | +92.4% | -80.5% | +7.8% |
| All | +11.9% | +97.8% | -85.9% | +7.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 1y: compounded portfolio wealth divided by compounded ROIV 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…
1y analysis · Full analysis span regression · 6 months rolling