-44.0%
ACHR vs AEIS
+189.6%
-233.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +4.9% | -2.6% | -0.6% |
| 7D | -2.3% | +2.3% | -4.5% | -3.6% |
| 30D | -11.3% | -14.8% | +3.5% | -3.7% |
| 3M | +5.3% | -15.6% | +20.9% | +10.7% |
| 6M | -13.2% | -8.7% | -4.5% | -16.5% |
| YTD | -25.8% | +37.3% | -63.1% | -47.3% |
| 1Y | -34.3% | +80.3% | -114.6% | -61.8% |
| 3Y | -19.9% | +177.9% | -197.9% | -66.0% |
| 5Y | -42.7% | +235.8% | -278.5% | -77.8% |
| All | -44.0% | +189.6% | -233.7% | -78.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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