-41.6%
ACHR vs BBWI
-66.8%
+25.1%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -3.1% | +5.2% | +3.5% |
| 7D | +4.9% | +1.6% | +3.3% | +4.1% |
| 30D | +4.3% | -6.2% | +10.5% | +6.2% |
| 3M | +1.7% | +4.3% | -2.6% | -2.7% |
| 6M | -6.9% | -7.2% | +0.3% | -7.7% |
| YTD | -22.5% | -3.0% | -19.4% | -25.6% |
| 1Y | -31.5% | -30.8% | -0.7% | -24.3% |
| 3Y | -14.4% | -43.4% | +29.0% | -3.8% |
| 5Y | -41.6% | -66.7% | +25.1% | -6.0% |
| All | -41.6% | -66.8% | +25.1% | -6.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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