+63.7%
ALNY vs ACI
+21.2%
+42.5%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.2% | -2.8% | +0.2% |
| 7D | -6.5% | -3.7% | -2.8% | -6.2% |
| 30D | +11.0% | +0.6% | +10.5% | +11.0% |
| 3M | -14.1% | -20.3% | +6.3% | -12.7% |
| 6M | -22.4% | -24.7% | +2.3% | -20.9% |
| YTD | -37.5% | -27.2% | -10.2% | -36.1% |
| 1Y | -46.9% | -32.7% | -14.2% | -45.4% |
| 3Y | +22.1% | -43.9% | +66.0% | +27.4% |
| 5Y | +31.2% | -38.9% | +70.1% | +35.9% |
| All | +63.7% | +21.2% | +42.5% | +68.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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