-44.0%
ACHR vs AGI
+283.1%
-327.2%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.7% | +1.7% | +2.2% |
| 7D | -2.3% | -2.7% | +0.5% | -1.5% |
| 30D | -11.3% | +7.2% | -18.5% | -13.4% |
| 3M | +5.3% | +4.3% | +1.0% | +3.3% |
| 6M | -13.2% | -27.1% | +13.9% | -6.3% |
| YTD | -25.8% | -6.6% | -19.2% | -25.2% |
| 1Y | -34.3% | +9.5% | -43.8% | -36.4% |
| 3Y | -19.9% | +208.4% | -228.4% | -44.1% |
| 5Y | -42.7% | +401.6% | -444.3% | -64.5% |
| All | -44.0% | +283.1% | -327.2% | -65.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 10y: compounded portfolio wealth divided by compounded AGI 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…
10y analysis · Full analysis span regression · 6 months rolling