-36.4%
ACHR vs ADVB
-97.4%
+61.1%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +3.5% | +4.8% | +8.1% |
| 7D | +15.3% | -1.2% | +16.6% | +15.5% |
| 30D | -3.0% | -61.4% | +58.4% | +2.9% |
| 3M | -14.0% | -67.8% | +53.9% | -8.1% |
| 6M | -25.8% | -66.9% | +41.1% | -26.1% |
| YTD | -36.0% | -64.9% | +28.9% | -37.6% |
| 1Y | -41.2% | -74.8% | +33.6% | -40.8% |
| All | -36.4% | -97.4% | +61.1% | -12.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 ADVB 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