-45.3%
ACHR vs AA
+128.9%
-174.2%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.8% | +3.9% | +0.7% |
| 7D | -5.4% | -5.4% | 0.0% | -3.6% |
| 30D | -19.7% | -10.7% | -9.0% | -16.8% |
| 3M | +7.9% | -26.2% | +34.1% | +18.6% |
| 6M | -13.8% | -20.9% | +7.2% | -8.2% |
| YTD | -27.5% | -8.6% | -18.9% | -26.6% |
| 1Y | -33.9% | +57.4% | -91.3% | -44.3% |
| 3Y | -20.0% | +77.8% | -97.8% | -36.0% |
| 5Y | -44.0% | +2.7% | -46.7% | -49.6% |
| All | -45.3% | +128.9% | -174.2% | -46.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 AA 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