-32.4%
ACHR vs AEM
+40.5%
-72.9%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.3% | -0.3% |
| 7D | -0.7% | -0.5% | -0.2% | -0.5% |
| 30D | +9.8% | +24.0% | -14.2% | -3.6% |
| 3M | -10.5% | +16.1% | -26.6% | -18.4% |
| 6M | -15.5% | -11.6% | -3.9% | -11.3% |
| YTD | -24.1% | +21.5% | -45.6% | -34.6% |
| 1Y | -32.4% | +39.2% | -71.6% | -47.0% |
| All | -32.4% | +40.5% | -72.9% | -47.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 1y: compounded portfolio wealth divided by compounded AEM 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…
1y analysis · Full analysis span regression · 6 months rolling