-43.5%
ACHR vs AEIS
+233.3%
-276.8%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -1.1% | -4.6% | -4.9% |
| 7D | -2.7% | +6.5% | -9.1% | -6.8% |
| 30D | -12.1% | -9.2% | -3.0% | -7.7% |
| 3M | +3.4% | -8.3% | +11.7% | +2.1% |
| 6M | -15.6% | -6.3% | -9.3% | -22.0% |
| YTD | -26.9% | +36.5% | -63.4% | -52.1% |
| 1Y | -34.8% | +84.8% | -119.5% | -67.7% |
| 3Y | -19.2% | +176.6% | -195.8% | -73.1% |
| All | -43.5% | +233.3% | -276.8% | -84.4% |
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