+190.0%
AAPL vs ACHR
-60.3%
+250.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -6.9% | +7.3% | +1.0% |
| 7D | +4.1% | -9.2% | +13.4% | +4.9% |
| 30D | +4.0% | -1.0% | +4.9% | +3.8% |
| 3M | +16.8% | -42.2% | +59.0% | +21.8% |
| 6M | +19.4% | -38.2% | +57.6% | +22.8% |
| YTD | +31.5% | -46.4% | +77.9% | +36.1% |
| 1Y | +31.0% | -49.4% | +80.4% | +36.0% |
| 3Y | +95.3% | -22.5% | +117.8% | +82.5% |
| 5Y | +143.4% | -29.8% | +173.1% | +108.1% |
| All | +190.0% | -60.3% | +250.3% | +147.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling