+292.6%
APP vs ACN
-23.1%
+315.8%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -1.8% | +11.6% | +10.9% |
| 7D | +71.2% | +0.9% | +70.3% | +70.3% |
| 30D | +39.1% | +33.5% | +5.5% | +15.2% |
| 3M | +16.5% | +53.5% | -36.9% | -13.9% |
| 6M | -16.6% | +52.2% | -68.8% | -40.2% |
| YTD | -41.9% | -0.1% | -41.8% | -42.7% |
| 1Y | -37.0% | +11.0% | -48.1% | -43.9% |
| 3Y | +892.4% | -11.8% | +904.2% | +905.4% |
| All | +292.6% | -23.1% | +315.8% | +329.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling