-6.5%
ACHR vs A
+67.3%
-73.9%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.5% | +3.7% | +3.5% |
| 7D | +18.0% | -0.1% | +18.1% | +18.3% |
| 30D | +3.6% | +3.3% | +0.3% | +1.9% |
| 3M | -28.4% | +18.5% | -47.0% | -35.3% |
| 6M | -25.7% | +59.3% | -85.0% | -44.7% |
| YTD | -35.4% | +31.0% | -66.4% | -45.5% |
| 1Y | -45.6% | +19.3% | -65.0% | -51.0% |
| All | -6.5% | +67.3% | -73.9% | -30.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling