-21.2%
AAL vs ACHR
-45.0%
+23.8%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.4% | -1.1% | +0.8% |
| 7D | -0.9% | -2.3% | +1.4% | -0.6% |
| 30D | -12.9% | -11.3% | -1.6% | -11.2% |
| 3M | -11.2% | +5.3% | -16.5% | -13.2% |
| 6M | +17.8% | -13.2% | +31.1% | +18.5% |
| YTD | -15.1% | -25.8% | +10.7% | -12.9% |
| 1Y | +0.5% | -34.3% | +34.7% | +4.0% |
| 3Y | -7.7% | -19.9% | +12.3% | -15.9% |
| 5Y | -31.3% | -42.7% | +11.3% | -51.6% |
| All | -21.2% | -45.0% | +23.8% | -50.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ACHR.
Daily Out/Under-Performance
Portfolio return minus ACHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACHR 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 ACHR 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