-41.6%
ACHR vs ALC
-15.6%
-26.0%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.0% | +4.1% | +3.5% |
| 7D | +4.9% | -3.7% | +8.5% | +7.5% |
| 30D | +4.3% | -3.7% | +8.0% | +7.5% |
| 3M | +1.7% | +4.6% | -2.8% | -2.1% |
| 6M | -6.9% | -14.6% | +7.7% | +2.5% |
| YTD | -22.5% | -11.9% | -10.6% | -17.0% |
| 1Y | -31.5% | -13.1% | -18.3% | -26.3% |
| 3Y | -14.4% | -15.0% | +0.6% | -9.6% |
| 5Y | -41.6% | -16.2% | -25.4% | -33.2% |
| All | -41.6% | -15.6% | -26.0% | -33.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALC.
Daily Out/Under-Performance
Portfolio return minus ALC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALC 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 5y: compounded portfolio wealth divided by compounded ALC 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…
5y analysis · Full analysis span regression · 6 months rolling