-42.7%
ACHR vs BAX
-64.5%
+21.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.0% | -1.9% | -1.1% |
| 7D | -0.7% | -1.1% | +0.5% | -0.4% |
| 30D | +9.8% | -5.5% | +15.3% | +11.4% |
| 3M | -10.5% | +33.5% | -44.0% | -17.1% |
| 6M | -15.5% | +35.9% | -51.4% | -22.4% |
| YTD | -24.1% | +35.4% | -59.4% | -30.8% |
| 1Y | -32.4% | +9.8% | -42.2% | -35.4% |
| 3Y | -11.6% | -32.7% | +21.1% | -8.3% |
| 5Y | -42.9% | -65.6% | +22.7% | -39.1% |
| All | -42.7% | -64.5% | +21.7% | -40.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling