-20.3%
ACHR vs A
+14.4%
-34.7%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.5% | +3.7% | +3.5% |
| 7D | +18.0% | -0.1% | +18.1% | +18.4% |
| 30D | +3.6% | +3.3% | +0.3% | +1.7% |
| 3M | -28.4% | +18.5% | -47.0% | -36.0% |
| 6M | -25.7% | +59.3% | -85.0% | -46.2% |
| YTD | -35.4% | +31.0% | -66.4% | -46.7% |
| 1Y | -45.6% | +19.3% | -65.0% | -52.1% |
| 3Y | -2.2% | +66.8% | -69.0% | -34.9% |
| 5Y | -20.3% | +15.5% | -35.8% | -33.7% |
| All | -20.3% | +14.4% | -34.7% | -33.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling