-19.9%
ACHR vs AU
+577.5%
-597.4%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.5% | +1.9% | +2.3% |
| 7D | -2.3% | -4.3% | +2.0% | -1.3% |
| 30D | -11.3% | +7.3% | -18.6% | -13.1% |
| 3M | +5.3% | +26.3% | -21.0% | -0.8% |
| 6M | -13.2% | +1.8% | -15.0% | -14.9% |
| YTD | -25.8% | +26.8% | -52.6% | -29.8% |
| 1Y | -34.3% | +66.7% | -101.0% | -40.1% |
| 3Y | -19.9% | +579.1% | -599.0% | -49.1% |
| All | -19.9% | +577.5% | -597.4% | -49.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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