-42.7%
ACHR vs AA
+136.8%
-179.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.1% | +1.2% | -0.2% |
| 7D | -0.7% | -0.7% | 0.0% | -0.5% |
| 30D | +9.8% | +5.0% | +4.8% | +8.1% |
| 3M | -10.5% | -35.8% | +25.3% | +3.2% |
| 6M | -15.5% | -18.4% | +2.9% | -11.0% |
| YTD | -24.1% | -5.5% | -18.6% | -24.0% |
| 1Y | -32.4% | +61.0% | -93.4% | -43.5% |
| 3Y | -11.6% | +66.2% | -77.8% | -28.6% |
| 5Y | -42.9% | +11.4% | -54.3% | -49.1% |
| All | -42.7% | +136.8% | -179.5% | -44.6% |
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