-35.9%
AAL vs ACHR
-44.8%
+8.9%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -5.7% | +5.9% | +1.2% |
| 7D | -1.3% | -2.7% | +1.4% | -0.9% |
| 30D | -13.7% | -12.1% | -1.6% | -11.9% |
| 3M | -8.2% | +3.4% | -11.5% | -10.0% |
| 6M | +13.1% | -15.6% | +28.8% | +14.3% |
| YTD | -15.6% | -26.9% | +11.3% | -13.0% |
| 1Y | +1.4% | -34.8% | +36.2% | +5.2% |
| 3Y | -7.4% | -19.2% | +11.8% | -16.6% |
| 5Y | -35.9% | -43.8% | +7.8% | -56.9% |
| All | -35.9% | -44.8% | +8.9% | -56.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling