-44.8%
ACHR vs ACI
+17.1%
-61.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -2.4% | -3.3% | -5.5% |
| 7D | -2.7% | -5.0% | +2.4% | -2.3% |
| 30D | -12.1% | -2.3% | -9.8% | -12.0% |
| 3M | +3.4% | -23.2% | +26.6% | +4.9% |
| 6M | -15.6% | -29.5% | +13.8% | -13.9% |
| YTD | -26.9% | -28.6% | +1.7% | -25.5% |
| 1Y | -34.8% | -34.0% | -0.7% | -33.2% |
| 3Y | -19.2% | -45.0% | +25.7% | -16.6% |
| 5Y | -43.8% | -44.0% | +0.3% | -42.9% |
| All | -44.8% | +17.1% | -61.9% | -39.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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