-44.0%
ACHR vs A
+28.3%
-72.3%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.7% | -0.3% | +0.6% |
| 7D | -2.3% | -2.6% | +0.3% | -0.6% |
| 30D | -11.3% | -0.9% | -10.4% | -10.8% |
| 3M | +5.3% | +13.6% | -8.4% | -3.7% |
| 6M | -13.2% | +27.8% | -41.1% | -27.8% |
| YTD | -25.8% | +8.6% | -34.4% | -30.9% |
| 1Y | -34.3% | +16.9% | -51.1% | -42.0% |
| 3Y | -19.9% | +32.9% | -52.9% | -37.9% |
| 5Y | -42.7% | -14.1% | -28.6% | -41.0% |
| All | -44.0% | +28.3% | -72.3% | -60.5% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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