-30.5%
ACHR vs AEIS
+142.3%
-172.8%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -4.0% | -3.0% | -4.3% |
| 7D | -9.2% | +11.5% | -20.7% | -15.5% |
| 30D | -1.0% | -15.8% | +14.8% | +8.4% |
| 3M | -42.2% | -33.3% | -8.9% | -27.4% |
| 6M | -38.2% | -35.2% | -3.0% | -25.5% |
| YTD | -46.4% | +5.0% | -51.4% | -59.7% |
| 1Y | -49.4% | +8.5% | -57.8% | -62.9% |
| 3Y | -22.5% | +152.9% | -175.4% | -75.2% |
| All | -30.5% | +142.3% | -172.8% | -78.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling