-41.7%
ACHR vs BDX
-2.2%
-39.5%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.8% | +1.6% | +2.1% |
| 7D | -2.3% | -3.2% | +0.9% | -1.3% |
| 30D | -11.3% | -2.5% | -8.7% | -10.6% |
| 3M | +5.3% | +21.4% | -16.1% | -2.5% |
| 6M | -13.2% | +10.4% | -23.6% | -16.6% |
| YTD | -25.8% | +18.8% | -44.6% | -31.0% |
| 1Y | -34.3% | +21.7% | -56.0% | -39.5% |
| 3Y | -19.9% | -10.0% | -10.0% | -18.6% |
| All | -41.7% | -2.2% | -39.5% | -40.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling