-21.1%
ACHR vs AEIS
+172.0%
-193.1%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -1.1% | -4.6% | -5.0% |
| 7D | -2.7% | +6.5% | -9.1% | -6.1% |
| 30D | -12.1% | -9.2% | -3.0% | -8.4% |
| 3M | +3.4% | -8.3% | +11.7% | +2.4% |
| 6M | -15.6% | -6.3% | -9.3% | -21.2% |
| YTD | -26.9% | +36.5% | -63.4% | -49.9% |
| 1Y | -34.8% | +84.8% | -119.5% | -65.5% |
| All | -21.1% | +172.0% | -193.1% | -71.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling