-22.5%
ACHR vs BEN
+86.4%
-108.9%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +0.4% | -7.4% | -7.3% |
| 7D | -9.2% | +6.8% | -16.0% | -14.5% |
| 30D | -1.0% | +18.0% | -19.0% | -14.7% |
| 3M | -42.2% | +7.5% | -49.6% | -45.8% |
| 6M | -38.2% | +14.7% | -52.9% | -45.7% |
| YTD | -46.4% | +56.1% | -102.5% | -65.2% |
| 1Y | -49.4% | +69.6% | -119.0% | -69.6% |
| 3Y | -22.5% | +87.7% | -110.2% | -62.6% |
| All | -22.5% | +86.4% | -108.9% | -62.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling