-33.9%
ACHR vs BAX
-0.8%
-33.1%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.7% |
| 7D | -5.4% | -5.4% | +0.1% | -4.4% |
| 30D | -19.7% | -12.4% | -7.3% | -17.6% |
| 3M | +7.9% | +19.1% | -11.2% | +4.8% |
| 6M | -13.8% | +38.6% | -52.4% | -20.2% |
| YTD | -27.5% | +26.7% | -54.2% | -32.7% |
| 1Y | -33.9% | +1.0% | -35.0% | -35.6% |
| All | -33.9% | -0.8% | -33.1% | -35.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 1y: compounded portfolio wealth divided by compounded BAX 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…
1y analysis · Full analysis span regression · 6 months rolling