-21.1%
ACHR vs BHP
+81.6%
-102.7%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +0.3% | -5.9% | -5.9% |
| 7D | -2.7% | +0.9% | -3.5% | -3.4% |
| 30D | -12.1% | +4.0% | -16.2% | -15.3% |
| 3M | +3.4% | +11.3% | -7.9% | -5.7% |
| 6M | -15.6% | +29.3% | -45.0% | -31.3% |
| YTD | -26.9% | +59.2% | -86.1% | -49.5% |
| 1Y | -34.8% | +80.8% | -115.6% | -58.9% |
| All | -21.1% | +81.6% | -102.7% | -54.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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