-30.5%
ACHR vs AEM
+252.0%
-282.5%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | 0.0% | -7.0% | -6.9% |
| 7D | -9.2% | -6.8% | -2.4% | -6.8% |
| 30D | -1.0% | +0.8% | -1.8% | -1.4% |
| 3M | -42.2% | -0.8% | -41.3% | -42.2% |
| 6M | -38.2% | -8.5% | -29.7% | -36.8% |
| YTD | -46.4% | +5.9% | -52.4% | -47.6% |
| 1Y | -49.4% | +6.6% | -56.0% | -50.5% |
| 3Y | -22.5% | +302.2% | -324.7% | -51.6% |
| All | -30.5% | +252.0% | -282.5% | -55.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling