-21.8%
ACHR vs AEE
+46.3%
-68.1%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.3% | -0.5% |
| 7D | -5.4% | -0.7% | -4.7% | -5.2% |
| 30D | -19.7% | -2.0% | -17.8% | -19.3% |
| 3M | +7.9% | -2.8% | +10.7% | +8.1% |
| 6M | -13.8% | -3.6% | -10.2% | -13.7% |
| YTD | -27.5% | +7.3% | -34.8% | -31.9% |
| 1Y | -33.9% | +8.7% | -42.6% | -38.4% |
| All | -21.8% | +46.3% | -68.1% | -41.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling