+528.8%
APP vs ACI
+2.1%
+526.7%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.9% | +3.9% | +4.8% |
| 7D | +79.2% | -5.9% | +85.1% | +79.4% |
| 30D | +48.0% | +7.2% | +40.8% | +47.1% |
| 3M | +18.2% | +8.8% | +9.4% | +17.4% |
| 6M | -12.5% | -17.2% | +4.7% | -12.0% |
| YTD | -39.2% | -21.3% | -17.9% | -38.9% |
| 1Y | -33.9% | -23.7% | -10.1% | -33.4% |
| 3Y | +933.3% | -32.8% | +966.1% | +942.8% |
| 5Y | +295.9% | -41.4% | +337.3% | +295.8% |
| All | +528.8% | +2.1% | +526.7% | +559.5% |
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