-33.9%
ACHR vs AA
+55.5%
-89.5%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.8% | +3.9% | +1.0% |
| 7D | -5.4% | -5.4% | 0.0% | -3.3% |
| 30D | -19.7% | -10.7% | -9.0% | -16.2% |
| 3M | +7.9% | -26.2% | +34.1% | +19.6% |
| 6M | -13.8% | -20.9% | +7.2% | -7.9% |
| YTD | -27.5% | -8.6% | -18.9% | -27.7% |
| 1Y | -33.9% | +57.4% | -91.3% | -32.1% |
| All | -33.9% | +55.5% | -89.5% | -32.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling