+278.9%
APA vs ACI
+25.9%
+253.0%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.3% | -2.9% | -3.1% |
| 7D | +0.5% | +0.2% | +0.4% | +0.5% |
| 30D | +23.4% | +5.9% | +17.5% | +22.0% |
| 3M | +12.7% | -19.8% | +32.5% | +16.6% |
| 6M | +39.4% | -24.7% | +64.2% | +46.1% |
| YTD | +79.0% | -24.4% | +103.3% | +87.2% |
| 1Y | +88.8% | -31.5% | +120.3% | +100.9% |
| 3Y | +6.4% | -38.7% | +45.0% | +14.9% |
| 5Y | +153.0% | -42.8% | +195.8% | +170.6% |
| All | +278.9% | +25.9% | +253.0% | +301.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling