+285.8%
APA vs ACI
+21.8%
+264.0%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.3% | +5.1% | +2.4% |
| 7D | -1.7% | -2.6% | +0.9% | -1.2% |
| 30D | +15.7% | +1.1% | +14.6% | +15.4% |
| 3M | +16.5% | -23.6% | +40.1% | +21.6% |
| 6M | +35.1% | -29.9% | +65.0% | +43.5% |
| YTD | +82.2% | -26.9% | +109.1% | +91.7% |
| 1Y | +102.5% | -34.2% | +136.7% | +117.0% |
| 3Y | +10.3% | -43.6% | +53.9% | +21.2% |
| 5Y | +166.1% | -42.4% | +208.5% | +184.9% |
| All | +285.8% | +21.8% | +264.0% | +310.8% |
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