-44.8%
ACHR vs ALL
+171.9%
-216.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | 0.0% | -5.7% | -5.7% |
| 7D | -2.7% | -2.2% | -0.4% | -2.4% |
| 30D | -12.1% | -5.6% | -6.6% | -11.6% |
| 3M | +3.4% | +17.2% | -13.9% | +0.8% |
| 6M | -15.6% | +23.2% | -38.9% | -18.7% |
| YTD | -26.9% | +23.6% | -50.5% | -29.8% |
| 1Y | -34.8% | +29.2% | -63.9% | -38.2% |
| 3Y | -19.2% | +153.8% | -173.1% | -33.9% |
| 5Y | -43.8% | +116.1% | -159.8% | -52.7% |
| All | -44.8% | +171.9% | -216.7% | -47.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 10y: compounded portfolio wealth divided by compounded ALL 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…
10y analysis · Full analysis span regression · 6 months rolling