-19.9%
ACHR vs AEM
+339.2%
-359.1%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.9% | +0.5% | +1.7% |
| 7D | -2.3% | -2.1% | -0.1% | -1.5% |
| 30D | -11.3% | +8.4% | -19.7% | -14.4% |
| 3M | +5.3% | +27.3% | -22.0% | -4.6% |
| 6M | -13.2% | -9.7% | -3.6% | -11.9% |
| YTD | -25.8% | +19.0% | -44.8% | -30.1% |
| 1Y | -34.3% | +31.5% | -65.8% | -39.2% |
| 3Y | -19.9% | +338.7% | -358.6% | -55.5% |
| All | -19.9% | +339.2% | -359.1% | -55.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling