-44.0%
ACHR vs AEE
+38.5%
-82.5%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.3% | -0.6% |
| 7D | -5.4% | -0.7% | -4.7% | -5.2% |
| 30D | -19.7% | -2.0% | -17.8% | -19.4% |
| 3M | +7.9% | -2.8% | +10.7% | +8.2% |
| 6M | -13.8% | -3.6% | -10.2% | -13.6% |
| YTD | -27.5% | +7.3% | -34.8% | -30.2% |
| 1Y | -33.9% | +8.7% | -42.6% | -36.6% |
| 3Y | -20.0% | +46.0% | -66.0% | -30.1% |
| 5Y | -44.0% | +39.8% | -83.8% | -50.8% |
| All | -44.0% | +38.5% | -82.5% | -50.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling