-56.6%
ACHR vs AG
+12.2%
-68.8%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.9% | -5.3% | -5.6% | -9.6% |
| 7D | +11.9% | -6.0% | +17.9% | +13.9% |
| 30D | -2.5% | -14.3% | +11.9% | +1.5% |
| 3M | -31.2% | -26.9% | -4.2% | -26.0% |
| 6M | -32.2% | -42.1% | +9.9% | -23.4% |
| YTD | -42.4% | -15.9% | -26.6% | -40.8% |
| 1Y | -49.9% | +11.5% | -61.5% | -51.6% |
| 3Y | -12.9% | +208.0% | -220.9% | -37.2% |
| 5Y | -24.6% | +2.4% | -27.0% | -37.5% |
| All | -56.6% | +12.2% | -68.8% | -64.6% |
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