-51.8%
ACHR vs AMC
-88.1%
+36.3%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +8.3% | +0.1% | +8.0% |
| 7D | +15.3% | +6.6% | +8.8% | +15.0% |
| 30D | -3.0% | +14.1% | -17.1% | -3.5% |
| 3M | -14.0% | +31.3% | -45.2% | -15.1% |
| 6M | -25.8% | +126.7% | -152.4% | -28.7% |
| YTD | -36.0% | +117.9% | -154.0% | -38.6% |
| 1Y | -41.2% | +41.1% | -82.3% | -42.6% |
| 3Y | -8.6% | -61.0% | +52.4% | -8.8% |
| 5Y | -20.6% | -99.1% | +78.5% | -19.1% |
| All | -51.8% | -88.1% | +36.3% | -48.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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