+482.9%
APD vs ACWI
+330.1%
+152.8%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.8% | +0.9% | +0.6% |
| 7D | -0.7% | -4.0% | +3.3% | +3.1% |
| 30D | +10.1% | -5.8% | +16.0% | +16.3% |
| 3M | +4.9% | -5.0% | +9.9% | +9.7% |
| 6M | +2.5% | +0.7% | +1.8% | +0.9% |
| YTD | +27.8% | +8.4% | +19.4% | +16.5% |
| 1Y | +32.9% | +10.1% | +22.8% | +19.1% |
| 3Y | +13.4% | +70.8% | -57.4% | -34.0% |
| 5Y | +12.8% | +55.4% | -42.5% | -28.5% |
| 10Y | +194.6% | +223.3% | -28.7% | -8.7% |
| All | +482.9% | +330.1% | +152.8% | +34.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling