-41.5%
ACHR vs AMC
-91.0%
+49.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -3.4% | +5.5% | +2.2% |
| 7D | +4.9% | -0.8% | +5.6% | +4.9% |
| 30D | +4.3% | -1.2% | +5.5% | +4.3% |
| 3M | +1.7% | +42.2% | -40.5% | -0.2% |
| 6M | -6.9% | +118.8% | -125.7% | -10.3% |
| YTD | -22.5% | +64.1% | -86.6% | -24.6% |
| 1Y | -31.5% | -9.5% | -22.0% | -32.0% |
| 3Y | -14.4% | -64.3% | +50.0% | -13.9% |
| 5Y | -41.6% | -99.5% | +57.8% | -39.8% |
| All | -41.5% | -91.0% | +49.5% | -37.2% |
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