-44.0%
ACHR vs A
-16.6%
-27.4%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.2% | -0.2% |
| 7D | -5.4% | -4.6% | -0.8% | -2.5% |
| 30D | -19.7% | -4.3% | -15.5% | -17.4% |
| 3M | +7.9% | +8.9% | -1.0% | +1.6% |
| 6M | -13.8% | +24.5% | -38.3% | -26.7% |
| YTD | -27.5% | +5.8% | -33.3% | -31.3% |
| 1Y | -33.9% | +16.2% | -50.2% | -41.4% |
| 3Y | -20.0% | +28.5% | -48.4% | -36.3% |
| 5Y | -44.0% | -16.3% | -27.7% | -42.9% |
| All | -44.0% | -16.6% | -27.4% | -42.9% |
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