-42.7%
ACHR vs BEN
+82.0%
-124.8%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.5% | -4.4% | -3.7% |
| 7D | -0.7% | +0.2% | -0.9% | -1.0% |
| 30D | +9.8% | -0.5% | +10.4% | +9.9% |
| 3M | -10.5% | +9.7% | -20.2% | -17.2% |
| 6M | -15.5% | +33.9% | -49.4% | -34.2% |
| YTD | -24.1% | +49.0% | -73.0% | -46.0% |
| 1Y | -32.4% | +42.1% | -74.5% | -49.9% |
| 3Y | -11.6% | +51.9% | -63.5% | -38.2% |
| 5Y | -42.9% | +39.0% | -81.9% | -58.8% |
| All | -42.7% | +82.0% | -124.8% | -62.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling