+101.8%
APA vs ACI
-23.3%
+125.1%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.8% | +2.4% | +1.7% |
| 7D | +8.5% | +2.3% | +6.3% | +8.2% |
| 30D | +2.8% | +1.2% | +1.5% | +2.4% |
| 3M | +21.7% | +6.8% | +14.9% | +20.1% |
| 6M | +32.6% | -18.7% | +51.3% | +40.1% |
| YTD | +103.7% | -20.2% | +123.9% | +113.1% |
| 1Y | +101.8% | -23.7% | +125.5% | +115.0% |
| All | +101.8% | -23.3% | +125.1% | +115.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling