+20.7%
ABT vs ACHR
-19.2%
+39.9%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -6.9% | +8.1% | +1.2% |
| 7D | -1.3% | -9.2% | +8.0% | -1.2% |
| 30D | +6.0% | -1.0% | +7.0% | +6.0% |
| 3M | -1.9% | -42.2% | +40.3% | -1.3% |
| 6M | +31.2% | -38.2% | +69.4% | +31.9% |
| YTD | -11.2% | -46.4% | +35.2% | -10.7% |
| 1Y | -14.0% | -49.4% | +35.4% | -13.5% |
| 3Y | +20.7% | -22.5% | +43.2% | +18.5% |
| All | +20.7% | -19.2% | +39.9% | +18.5% |
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