-51.8%
ACHR vs ALLE
+81.0%
-132.8%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +2.8% | +5.6% | +6.3% |
| 7D | +15.3% | -0.6% | +16.0% | +16.0% |
| 30D | -3.0% | +26.6% | -29.6% | -19.5% |
| 3M | -14.0% | +13.2% | -27.1% | -22.1% |
| 6M | -25.8% | +42.9% | -68.6% | -44.7% |
| YTD | -36.0% | +21.0% | -57.1% | -46.2% |
| 1Y | -41.2% | +15.2% | -56.4% | -48.5% |
| 3Y | -8.6% | +95.6% | -104.1% | -48.2% |
| 5Y | -20.6% | +53.4% | -74.0% | -50.2% |
| All | -51.8% | +81.0% | -132.8% | -71.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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