-14.4%
ACHR vs BAH
-32.1%
+17.7%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.9% | +3.0% | +2.3% |
| 7D | +4.9% | -4.3% | +9.2% | +5.9% |
| 30D | +4.3% | -4.5% | +8.8% | +5.5% |
| 3M | +1.7% | -7.6% | +9.4% | +3.8% |
| 6M | -6.9% | -10.6% | +3.7% | -4.5% |
| YTD | -22.5% | -12.6% | -9.9% | -20.2% |
| 1Y | -31.5% | -27.0% | -4.5% | -26.8% |
| 3Y | -14.4% | -31.5% | +17.1% | -17.1% |
| All | -14.4% | -32.1% | +17.7% | -17.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 BAH 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