-56.6%
ACHR vs AA
+92.2%
-148.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.9% | -1.4% | -9.5% | -10.4% |
| 7D | +11.9% | +5.3% | +6.6% | +10.2% |
| 30D | -2.5% | -2.3% | -0.2% | -1.4% |
| 3M | -31.2% | -20.8% | -10.3% | -25.6% |
| 6M | -32.2% | -39.8% | +7.6% | -20.0% |
| YTD | -42.4% | -23.3% | -19.1% | -38.1% |
| 1Y | -49.9% | +1.8% | -51.8% | -50.8% |
| 3Y | -12.9% | +69.5% | -82.4% | -27.9% |
| 5Y | -24.6% | -18.0% | -6.6% | -28.2% |
| All | -56.6% | +92.2% | -148.7% | -54.8% |
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