+528.8%
APP vs ACN
-2.4%
+531.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -2.4% | +7.2% | +6.2% |
| 7D | +79.2% | -2.5% | +81.7% | +81.6% |
| 30D | +48.0% | +22.6% | +25.3% | +29.0% |
| 3M | +18.2% | +45.9% | -27.7% | -10.1% |
| 6M | -12.5% | +43.8% | -56.3% | -35.0% |
| YTD | -39.2% | -2.5% | -36.7% | -39.3% |
| 1Y | -33.9% | +6.5% | -40.3% | -39.4% |
| 3Y | +933.3% | -14.2% | +947.4% | +964.1% |
| 5Y | +295.9% | -24.4% | +320.3% | +349.6% |
| All | +528.8% | -2.4% | +531.3% | +509.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ACN.
Daily Out/Under-Performance
Portfolio return minus ACN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACN 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 ACN 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