-32.4%
ACHR vs BDX
+27.3%
-59.7%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.7% | -0.7% |
| 7D | -0.7% | -2.5% | +1.8% | -0.4% |
| 30D | +9.8% | +8.3% | +1.6% | +9.1% |
| 3M | -10.5% | +24.4% | -34.9% | -13.4% |
| 6M | -15.5% | +9.2% | -24.7% | -12.1% |
| YTD | -24.1% | +22.7% | -46.8% | -26.9% |
| 1Y | -32.4% | +25.9% | -58.3% | -35.7% |
| All | -32.4% | +27.3% | -59.7% | -35.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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