-17.0%
ACHR vs AR
+19.9%
-37.0%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | -0.8% | +15.6% | +15.0% |
| 7D | +5.7% | -14.3% | +20.0% | +10.8% |
| 30D | -4.9% | +1.4% | -6.4% | -5.7% |
| 3M | -15.1% | +3.4% | -18.5% | -16.5% |
| 6M | -30.7% | -2.1% | -28.7% | -31.1% |
| YTD | -41.0% | +4.7% | -45.7% | -44.6% |
| 1Y | -50.0% | +10.6% | -60.6% | -54.3% |
| 3Y | -17.0% | +24.6% | -41.6% | -3.7% |
| All | -17.0% | +19.9% | -37.0% | -3.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 3y: compounded portfolio wealth divided by compounded AR 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…
3y analysis · Full analysis span regression · 6 months rolling