+2.0%
BA vs ACI
+29.9%
-27.9%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.4% | +3.9% | +0.9% |
| 7D | +1.1% | -2.2% | +3.3% | +1.3% |
| 30D | -7.9% | +10.3% | -18.2% | -9.0% |
| 3M | -25.3% | +7.2% | -32.5% | -26.0% |
| 6M | -24.6% | -18.0% | -6.6% | -23.3% |
| YTD | -20.1% | -22.0% | +1.9% | -18.4% |
| 1Y | -11.8% | -23.4% | +11.6% | -9.6% |
| 3Y | -10.1% | -35.8% | +25.7% | -6.4% |
| 5Y | -22.7% | -43.7% | +20.9% | -19.6% |
| All | +2.0% | +29.9% | -27.9% | -1.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 10y: compounded portfolio wealth divided by compounded ACI 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…
10y analysis · Full analysis span regression · 6 months rolling