+170.2%
AAPL vs ACHR
-45.0%
+215.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.4% | -0.6% | +1.5% |
| 7D | +3.8% | -2.3% | +6.1% | +4.0% |
| 30D | +9.9% | -11.3% | +21.2% | +10.9% |
| 3M | +12.5% | +5.3% | +7.2% | +11.2% |
| 6M | +27.6% | -13.2% | +40.8% | +27.9% |
| YTD | +22.6% | -25.8% | +48.4% | +23.9% |
| 1Y | +45.0% | -34.3% | +79.3% | +47.0% |
| 3Y | +87.8% | -19.9% | +107.7% | +76.1% |
| 5Y | +128.7% | -42.7% | +171.3% | +100.3% |
| All | +170.2% | -45.0% | +215.2% | +125.7% |
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