-30.5%
ACHR vs ALLE
+51.6%
-82.1%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +1.0% | -7.9% | -7.8% |
| 7D | -9.2% | +3.6% | -12.8% | -11.7% |
| 30D | -1.0% | +25.9% | -26.9% | -19.0% |
| 3M | -42.2% | +15.8% | -57.9% | -49.2% |
| 6M | -38.2% | +48.1% | -86.3% | -57.0% |
| YTD | -46.4% | +22.0% | -68.4% | -56.2% |
| 1Y | -49.4% | +18.0% | -67.4% | -57.5% |
| 3Y | -22.5% | +93.1% | -115.6% | -60.0% |
| All | -30.5% | +51.6% | -82.1% | -54.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling