-51.3%
ACHR vs AG
+18.5%
-69.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.1% | +4.3% | +3.5% |
| 7D | +18.0% | -4.0% | +22.0% | +19.3% |
| 30D | +3.6% | -13.1% | +16.7% | +7.3% |
| 3M | -28.4% | -22.0% | -6.4% | -24.4% |
| 6M | -25.7% | -37.3% | +11.6% | -17.8% |
| YTD | -35.4% | -11.2% | -24.2% | -34.5% |
| 1Y | -45.6% | +23.9% | -69.6% | -48.8% |
| 3Y | -2.2% | +225.1% | -227.4% | -30.5% |
| 5Y | -20.3% | +7.7% | -28.1% | -34.9% |
| All | -51.3% | +18.5% | -69.7% | -60.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling