+324.3%
APA vs ACI
+33.9%
+290.5%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.3% | +0.7% | +1.7% |
| 7D | +9.6% | -0.5% | +10.1% | +9.7% |
| 30D | -0.2% | +4.9% | -5.1% | -1.3% |
| 3M | +19.8% | +11.1% | +8.7% | +17.1% |
| 6M | +30.1% | -14.9% | +45.0% | +32.7% |
| YTD | +100.4% | -19.6% | +120.0% | +106.6% |
| 1Y | +105.2% | -22.7% | +127.9% | +113.1% |
| 3Y | +44.6% | -31.2% | +75.9% | +52.4% |
| 5Y | +88.8% | -42.3% | +131.1% | +101.3% |
| All | +324.3% | +33.9% | +290.5% | +342.8% |
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