-33.9%
ACHR vs BEN
+43.6%
-77.5%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.3% | +0.4% | +0.2% |
| 7D | -5.4% | +0.3% | -5.7% | -5.7% |
| 30D | -19.7% | +0.9% | -20.6% | -20.4% |
| 3M | +7.9% | +9.2% | -1.3% | +0.1% |
| 6M | -13.8% | +36.8% | -50.5% | -35.0% |
| YTD | -27.5% | +44.4% | -71.9% | -49.6% |
| 1Y | -33.9% | +45.8% | -79.8% | -55.9% |
| All | -33.9% | +43.6% | -77.5% | -55.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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