-44.8%
ACHR vs BDX
+4.3%
-49.1%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +1.0% | -6.6% | -6.0% |
| 7D | -2.7% | -3.6% | +0.9% | -1.6% |
| 30D | -12.1% | +0.7% | -12.8% | -12.4% |
| 3M | +3.4% | +19.0% | -15.6% | -3.1% |
| 6M | -15.6% | +10.8% | -26.4% | -18.9% |
| YTD | -26.9% | +20.1% | -47.0% | -32.0% |
| 1Y | -34.8% | +23.1% | -57.8% | -40.0% |
| 3Y | -19.2% | -8.8% | -10.4% | -18.5% |
| 5Y | -43.8% | -1.4% | -42.3% | -45.4% |
| All | -44.8% | +4.3% | -49.1% | -47.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling