-41.7%
ACHR vs BAX
-68.1%
+26.4%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.6% | +4.0% | +2.8% |
| 7D | -2.3% | -7.9% | +5.6% | -0.3% |
| 30D | -11.3% | -11.7% | +0.4% | -8.5% |
| 3M | +5.3% | +16.2% | -10.9% | +1.0% |
| 6M | -13.2% | +32.0% | -45.2% | -19.9% |
| YTD | -25.8% | +24.7% | -50.5% | -31.1% |
| 1Y | -34.3% | -2.6% | -31.6% | -35.2% |
| 3Y | -19.9% | -35.0% | +15.0% | -15.7% |
| All | -41.7% | -68.1% | +26.4% | -38.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling