+164.3%
APD vs ACWI
+228.2%
-63.9%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -0.9% | -0.9% |
| 7D | -2.2% | +0.5% | -2.7% | -2.7% |
| 30D | +2.1% | +0.9% | +1.2% | +1.2% |
| 3M | +7.2% | +2.4% | +4.8% | +4.5% |
| 6M | +11.2% | +12.4% | -1.1% | -1.0% |
| YTD | +24.4% | +15.2% | +9.2% | +8.0% |
| 1Y | +6.7% | +22.7% | -16.0% | -13.0% |
| 3Y | +9.2% | +75.8% | -66.5% | -37.4% |
| 5Y | +27.4% | +67.7% | -40.4% | -23.9% |
| All | +164.3% | +228.2% | -63.9% | -19.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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