-19.9%
ACHR vs AJG
+8.2%
-28.1%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AJG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.2% | +3.6% | +2.6% |
| 7D | -2.3% | -8.3% | +6.0% | -1.2% |
| 30D | -11.3% | -5.7% | -5.6% | -10.7% |
| 3M | +5.3% | +9.1% | -3.8% | +2.2% |
| 6M | -13.2% | +15.2% | -28.4% | -17.1% |
| YTD | -25.8% | -6.3% | -19.5% | -24.0% |
| 1Y | -34.3% | -19.1% | -15.2% | -28.5% |
| 3Y | -19.9% | +8.2% | -28.2% | -25.4% |
| All | -19.9% | +8.2% | -28.1% | -25.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AJG.
Daily Out/Under-Performance
Portfolio return minus AJG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AJG 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 AJG 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