-59.6%
ACHR vs AA
+88.8%
-148.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -1.8% | -5.2% | -6.3% |
| 7D | -9.2% | +0.5% | -9.7% | -9.2% |
| 30D | -1.0% | -0.6% | -0.4% | -0.5% |
| 3M | -42.2% | -19.7% | -22.5% | -37.7% |
| 6M | -38.2% | -41.6% | +3.4% | -26.2% |
| YTD | -46.4% | -24.6% | -21.8% | -42.0% |
| 1Y | -49.4% | +4.9% | -54.2% | -50.7% |
| 3Y | -22.5% | +66.8% | -89.3% | -35.5% |
| 5Y | -29.8% | -19.4% | -10.4% | -32.7% |
| All | -59.6% | +88.8% | -148.4% | -57.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling