-42.7%
ACHR vs AEM
+218.8%
-261.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.3% | -0.5% |
| 7D | -0.7% | -0.5% | -0.2% | -0.6% |
| 30D | +9.8% | +24.0% | -14.2% | +2.4% |
| 3M | -10.5% | +16.1% | -26.6% | -14.9% |
| 6M | -15.5% | -11.6% | -3.9% | -13.7% |
| YTD | -24.1% | +21.5% | -45.6% | -28.5% |
| 1Y | -32.4% | +39.2% | -71.6% | -38.2% |
| 3Y | -11.6% | +347.4% | -359.0% | -41.5% |
| 5Y | -42.9% | +290.1% | -333.0% | -62.5% |
| All | -42.7% | +218.8% | -261.5% | -61.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling