-14.4%
ACHR vs AG
+272.3%
-286.7%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.0% | +3.2% | +2.4% |
| 7D | +4.9% | +4.5% | +0.4% | +3.7% |
| 30D | +4.3% | +12.9% | -8.6% | +0.9% |
| 3M | +1.7% | +20.9% | -19.2% | -3.4% |
| 6M | -6.9% | -19.5% | +12.7% | -4.1% |
| YTD | -22.5% | +24.8% | -47.3% | -27.0% |
| 1Y | -31.5% | +120.2% | -151.7% | -41.9% |
| 3Y | -14.4% | +279.0% | -293.4% | -40.5% |
| All | -14.4% | +272.3% | -286.7% | -40.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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