-4.8%
ACHR vs AS
+137.8%
-142.6%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.8% | -0.2% | -1.1% |
| 7D | +14.0% | +4.5% | +9.6% | +11.6% |
| 30D | -5.0% | +13.2% | -18.3% | -11.0% |
| 3M | -24.8% | -11.9% | -12.8% | -20.3% |
| 6M | -27.3% | -11.6% | -15.7% | -23.6% |
| YTD | -37.4% | -14.7% | -22.7% | -33.5% |
| 1Y | -44.3% | +5.7% | -50.0% | -47.7% |
| All | -4.8% | +137.8% | -142.6% | -31.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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