+95.3%
AAPL vs ACHR
-19.2%
+114.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -6.9% | +7.3% | +0.8% |
| 7D | +4.1% | -9.2% | +13.4% | +4.7% |
| 30D | +4.0% | -1.0% | +4.9% | +3.8% |
| 3M | +16.8% | -42.2% | +59.0% | +20.7% |
| 6M | +19.4% | -38.2% | +57.6% | +22.2% |
| YTD | +31.5% | -46.4% | +77.9% | +35.2% |
| 1Y | +31.0% | -49.4% | +80.4% | +34.9% |
| 3Y | +95.3% | -22.5% | +117.8% | +91.8% |
| All | +95.3% | -19.2% | +114.5% | +91.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling