-30.5%
ACHR vs AMC
-99.2%
+68.7%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -2.7% | -4.2% | -6.5% |
| 7D | -9.2% | +3.5% | -12.7% | -9.7% |
| 30D | -1.0% | +12.5% | -13.4% | -2.8% |
| 3M | -42.2% | +23.6% | -65.8% | -44.4% |
| 6M | -38.2% | +144.4% | -182.6% | -48.3% |
| YTD | -46.4% | +108.3% | -154.7% | -54.4% |
| 1Y | -49.4% | +38.9% | -88.3% | -54.1% |
| 3Y | -22.5% | -58.9% | +36.4% | -20.9% |
| All | -30.5% | -99.2% | +68.7% | +3.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling