-44.8%
ACHR vs AU
+434.0%
-478.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +0.6% | -6.3% | -5.8% |
| 7D | -2.7% | +0.6% | -3.3% | -2.8% |
| 30D | -12.1% | +12.3% | -24.4% | -14.6% |
| 3M | +3.4% | +29.4% | -26.0% | -2.7% |
| 6M | -15.6% | +3.2% | -18.9% | -17.3% |
| YTD | -26.9% | +31.8% | -58.7% | -31.6% |
| 1Y | -34.8% | +83.4% | -118.2% | -42.4% |
| 3Y | -19.2% | +623.1% | -642.3% | -48.0% |
| 5Y | -43.8% | +700.5% | -744.3% | -64.6% |
| All | -44.8% | +434.0% | -478.9% | -64.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling