+887.9%
APP vs ACI
-31.5%
+919.4%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.8% | +4.7% | +3.9% |
| 7D | +4.6% | +2.3% | +2.3% | +4.7% |
| 30D | +56.0% | +1.2% | +54.8% | +55.9% |
| 3M | +30.8% | +6.8% | +24.0% | +30.7% |
| 6M | -9.8% | -18.7% | +8.9% | -10.5% |
| YTD | -39.3% | -20.2% | -19.1% | -40.0% |
| 1Y | -26.4% | -23.7% | -2.7% | -26.9% |
| 3Y | +887.9% | -31.6% | +919.6% | +818.6% |
| All | +887.9% | -31.5% | +919.4% | +818.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling