-27.7%
ACHR vs AR
+71.8%
-99.5%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | -0.8% | +15.6% | +14.9% |
| 7D | +5.7% | -14.3% | +20.0% | +10.1% |
| 30D | -4.9% | +1.4% | -6.4% | -5.6% |
| 3M | -15.1% | +3.4% | -18.5% | -16.2% |
| 6M | -30.7% | -2.1% | -28.7% | -31.1% |
| YTD | -41.0% | +4.7% | -45.7% | -43.5% |
| 1Y | -50.0% | +10.6% | -60.6% | -53.1% |
| 3Y | -17.0% | +24.6% | -41.6% | -24.7% |
| All | -27.7% | +71.8% | -99.5% | -34.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling