-45.3%
ACHR vs AEM
+206.3%
-251.6%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.9% | +2.0% | 0.0% |
| 7D | -5.4% | -5.0% | -0.3% | -3.9% |
| 30D | -19.7% | +8.5% | -28.2% | -22.1% |
| 3M | +7.9% | +29.3% | -21.4% | -0.8% |
| 6M | -13.8% | -12.9% | -0.8% | -11.4% |
| YTD | -27.5% | +16.8% | -44.3% | -30.9% |
| 1Y | -33.9% | +29.8% | -63.8% | -38.4% |
| 3Y | -20.0% | +336.7% | -356.7% | -46.6% |
| 5Y | -44.0% | +299.9% | -343.9% | -63.0% |
| All | -45.3% | +206.3% | -251.6% | -62.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling