-41.5%
ACHR vs AGI
+288.4%
-329.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.4% | +3.5% | +2.5% |
| 7D | +4.9% | +4.4% | +0.5% | +3.5% |
| 30D | +4.3% | +10.0% | -5.7% | +1.1% |
| 3M | +1.7% | +1.7% | 0.0% | +0.6% |
| 6M | -6.9% | -26.8% | +19.9% | +0.5% |
| YTD | -22.5% | -5.3% | -17.1% | -22.1% |
| 1Y | -31.5% | +11.5% | -43.0% | -34.0% |
| 3Y | -14.4% | +212.9% | -227.3% | -40.5% |
| 5Y | -41.6% | +388.8% | -430.4% | -63.8% |
| All | -41.5% | +288.4% | -329.9% | -63.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling