-44.0%
ACHR vs AEE
+57.7%
-101.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | 0.0% | +2.4% | +2.4% |
| 7D | -2.3% | -0.8% | -1.5% | -2.1% |
| 30D | -11.3% | -2.9% | -8.4% | -10.7% |
| 3M | +5.3% | -2.4% | +7.7% | +5.4% |
| 6M | -13.2% | -2.7% | -10.5% | -13.3% |
| YTD | -25.8% | +7.3% | -33.1% | -28.3% |
| 1Y | -34.3% | +7.5% | -41.8% | -36.5% |
| 3Y | -19.9% | +46.2% | -66.1% | -29.4% |
| 5Y | -42.7% | +39.7% | -82.4% | -49.8% |
| All | -44.0% | +57.7% | -101.7% | -55.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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