+803.2%
APP vs ACN
-13.1%
+816.3%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.6% | -5.2% | -4.0% |
| 7D | +61.1% | +1.6% | +59.5% | +60.3% |
| 30D | +42.8% | +24.6% | +18.1% | +32.4% |
| 3M | +16.7% | +46.2% | -29.5% | +1.6% |
| 6M | -15.6% | +46.2% | -61.8% | -26.9% |
| YTD | -41.3% | -0.9% | -40.4% | -40.5% |
| 1Y | -39.3% | +8.8% | -48.0% | -41.3% |
| 3Y | +803.2% | -14.3% | +817.5% | +833.3% |
| All | +803.2% | -13.1% | +816.3% | +833.3% |
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