-10.4%
ACHR vs ALK
+4.2%
-14.6%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.5% | -2.4% | -1.6% |
| 7D | -0.7% | -0.7% | 0.0% | -0.4% |
| 30D | +9.8% | -19.2% | +29.0% | +21.2% |
| 3M | -10.5% | -1.5% | -9.0% | -11.1% |
| 6M | -15.5% | -13.1% | -2.5% | -11.9% |
| YTD | -24.1% | -16.4% | -7.6% | -19.8% |
| 1Y | -32.4% | -33.1% | +0.6% | -20.8% |
| All | -10.4% | +4.2% | -14.6% | -19.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 ALK 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