-51.3%
ACHR vs ACI
+30.1%
-81.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.4% | +4.5% | +3.3% |
| 7D | +18.0% | -5.3% | +23.3% | +18.3% |
| 30D | +3.6% | +5.0% | -1.4% | +3.1% |
| 3M | -28.4% | +7.5% | -35.9% | -28.9% |
| 6M | -25.7% | -16.0% | -9.7% | -25.3% |
| YTD | -35.4% | -20.6% | -14.7% | -34.8% |
| 1Y | -45.6% | -23.5% | -22.1% | -45.0% |
| 3Y | -2.2% | -32.1% | +29.9% | -0.6% |
| 5Y | -20.3% | -42.5% | +22.2% | -20.1% |
| All | -51.3% | +30.1% | -81.4% | -47.2% |
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