-55.5%
ACHR vs ALLE
+76.2%
-131.6%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | -0.9% | +15.7% | +15.4% |
| 7D | +5.7% | -0.6% | +6.3% | +6.1% |
| 30D | -4.9% | +25.3% | -30.3% | -20.6% |
| 3M | -15.1% | +10.3% | -25.4% | -21.8% |
| 6M | -30.7% | +38.0% | -68.8% | -47.1% |
| YTD | -41.0% | +17.8% | -58.7% | -49.4% |
| 1Y | -50.0% | +13.6% | -63.6% | -56.0% |
| 3Y | -17.0% | +89.2% | -106.2% | -51.9% |
| 5Y | -29.4% | +51.1% | -80.5% | -54.9% |
| All | -55.5% | +76.2% | -131.6% | -72.9% |
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