-26.4%
APP vs ACN
+5.0%
-31.4%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.2% | +3.7% | +3.9% |
| 7D | +4.6% | -3.8% | +8.4% | +5.3% |
| 30D | +56.0% | +16.5% | +39.5% | +50.2% |
| 3M | +30.8% | +41.5% | -10.6% | +19.8% |
| 6M | -9.8% | +60.1% | -69.9% | -20.9% |
| YTD | -39.3% | -3.9% | -35.3% | -41.2% |
| 1Y | -26.4% | +4.1% | -30.5% | -27.8% |
| All | -26.4% | +5.0% | -31.4% | -27.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling