-59.6%
ACHR vs BHP
+95.5%
-155.1%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -1.3% | -5.7% | -6.2% |
| 7D | -9.2% | -0.5% | -8.7% | -8.7% |
| 30D | -1.0% | -4.5% | +3.5% | +2.3% |
| 3M | -42.2% | -6.9% | -35.3% | -39.5% |
| 6M | -38.2% | -10.6% | -27.6% | -33.7% |
| YTD | -46.4% | +37.2% | -83.6% | -54.9% |
| 1Y | -49.4% | +48.0% | -97.4% | -59.1% |
| 3Y | -22.5% | +52.6% | -75.1% | -39.0% |
| 5Y | -29.8% | +116.5% | -146.3% | -49.1% |
| All | -59.6% | +95.5% | -155.1% | -70.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling