-41.5%
ACHR vs ALLE
+47.8%
-89.3%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.7% | +2.8% | +2.6% |
| 7D | +4.9% | +2.8% | +2.1% | +2.6% |
| 30D | +4.3% | -7.6% | +11.9% | +10.9% |
| 3M | +1.7% | +22.8% | -21.0% | -14.4% |
| 6M | -6.9% | +4.6% | -11.5% | -11.5% |
| YTD | -22.5% | -1.2% | -21.3% | -23.4% |
| 1Y | -31.5% | -9.1% | -22.4% | -27.6% |
| 3Y | -14.4% | +50.0% | -64.4% | -40.0% |
| 5Y | -41.6% | +15.2% | -56.9% | -56.9% |
| All | -41.5% | +47.8% | -89.3% | -58.9% |
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