-43.8%
ACHR vs AG
+69.4%
-113.1%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +2.1% | -7.7% | -6.2% |
| 7D | -2.7% | -0.1% | -2.6% | -2.7% |
| 30D | -12.1% | +12.5% | -24.6% | -15.4% |
| 3M | +3.4% | +28.2% | -24.8% | -4.1% |
| 6M | -15.6% | -18.8% | +3.2% | -12.5% |
| YTD | -26.9% | +27.4% | -54.2% | -33.0% |
| 1Y | -34.8% | +132.2% | -166.9% | -49.2% |
| 3Y | -19.2% | +286.9% | -306.1% | -50.9% |
| 5Y | -43.8% | +72.8% | -116.5% | -59.9% |
| All | -43.8% | +69.4% | -113.1% | -59.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling