+520.8%
APP vs ACI
+2.9%
+517.9%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.4% | +3.7% | +2.4% |
| 7D | +48.9% | -5.3% | +54.3% | +49.1% |
| 30D | +49.4% | +5.0% | +44.4% | +48.7% |
| 3M | +27.0% | +7.5% | +19.5% | +26.2% |
| 6M | -15.4% | -16.0% | +0.6% | -15.0% |
| YTD | -39.9% | -20.6% | -19.3% | -39.7% |
| 1Y | -32.0% | -23.5% | -8.4% | -31.5% |
| 3Y | +824.3% | -32.1% | +856.5% | +832.4% |
| 5Y | +252.4% | -42.5% | +294.9% | +251.5% |
| All | +520.8% | +2.9% | +517.9% | +550.9% |
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