-37.1%
APP vs ACN
+5.8%
-42.9%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -2.4% | +7.2% | +5.2% |
| 7D | +79.2% | -2.5% | +81.7% | +79.9% |
| 30D | +48.0% | +22.6% | +25.3% | +41.0% |
| 3M | +18.2% | +45.9% | -27.7% | +7.4% |
| 6M | -12.5% | +43.8% | -56.3% | -19.7% |
| YTD | -39.2% | -2.5% | -36.7% | -41.4% |
| All | -37.1% | +5.8% | -42.9% | -39.6% |
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