-21.8%
ACHR vs AGI
+204.0%
-225.8%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.3% | +2.4% | +0.1% |
| 7D | -5.4% | -5.3% | -0.1% | -3.8% |
| 30D | -19.7% | +6.8% | -26.5% | -21.7% |
| 3M | +7.9% | +8.3% | -0.4% | +4.5% |
| 6M | -13.8% | -29.2% | +15.5% | -6.1% |
| YTD | -27.5% | -7.3% | -20.3% | -26.4% |
| 1Y | -33.9% | +8.0% | -42.0% | -35.1% |
| All | -21.8% | +204.0% | -225.8% | -51.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling