+887.9%
APP vs ACN
-16.0%
+903.9%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.2% | +3.7% | +3.9% |
| 7D | +4.6% | -3.8% | +8.4% | +5.7% |
| 30D | +56.0% | +16.5% | +39.5% | +47.8% |
| 3M | +30.8% | +41.5% | -10.6% | +15.2% |
| 6M | -9.8% | +60.1% | -69.9% | -25.5% |
| YTD | -39.3% | -3.9% | -35.3% | -38.0% |
| 1Y | -26.4% | +4.1% | -30.5% | -27.8% |
| 3Y | +887.9% | -15.9% | +903.8% | +975.4% |
| All | +887.9% | -16.0% | +903.9% | +975.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling