-40.4%
ACHR vs AA
+17.9%
-58.3%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +3.5% | -1.4% | +0.7% |
| 7D | +4.9% | +1.7% | +3.2% | +4.2% |
| 30D | +4.3% | +3.3% | +1.0% | +2.9% |
| 3M | +1.7% | -29.4% | +31.2% | +16.0% |
| 6M | -6.9% | -12.8% | +5.9% | -3.7% |
| YTD | -22.5% | -2.1% | -20.3% | -23.9% |
| 1Y | -31.5% | +62.8% | -94.3% | -45.8% |
| 3Y | -14.4% | +90.5% | -104.9% | -38.4% |
| All | -40.4% | +17.9% | -58.3% | -47.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling