-24.6%
ACHR vs BB
-14.0%
-10.5%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.9% | -3.0% | -7.9% | -9.4% |
| 7D | +11.9% | +9.0% | +2.9% | +7.6% |
| 30D | -2.5% | +7.7% | -10.2% | -6.6% |
| 3M | -31.2% | +4.0% | -35.2% | -33.9% |
| 6M | -32.2% | +46.6% | -78.9% | -49.2% |
| YTD | -42.4% | +140.6% | -183.1% | -68.1% |
| 1Y | -49.9% | +103.1% | -153.1% | -69.6% |
| 3Y | -12.9% | +150.5% | -163.4% | -57.5% |
| 5Y | -24.6% | -15.4% | -9.2% | -32.8% |
| All | -24.6% | -14.0% | -10.5% | -32.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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