-30.5%
ACHR vs BHP
+119.2%
-149.7%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -1.3% | -5.7% | -6.0% |
| 7D | -9.2% | -0.5% | -8.7% | -8.6% |
| 30D | -1.0% | -4.5% | +3.5% | +2.8% |
| 3M | -42.2% | -6.9% | -35.3% | -39.1% |
| 6M | -38.2% | -10.6% | -27.6% | -33.1% |
| YTD | -46.4% | +37.2% | -83.6% | -56.4% |
| 1Y | -49.4% | +48.0% | -97.4% | -60.8% |
| 3Y | -22.5% | +52.6% | -75.1% | -42.1% |
| All | -30.5% | +119.2% | -149.7% | -57.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling