-44.8%
ACHR vs BIL
+19.3%
-64.2%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | 0.0% | -5.7% | -5.7% |
| 7D | -2.7% | +0.1% | -2.7% | -2.5% |
| 30D | -12.1% | +0.3% | -12.4% | -11.4% |
| 3M | +3.4% | +0.9% | +2.5% | +5.1% |
| 6M | -15.6% | +1.8% | -17.4% | -14.6% |
| YTD | -26.9% | +2.5% | -29.3% | -26.9% |
| 1Y | -34.8% | +3.7% | -38.4% | -35.7% |
| 3Y | -19.2% | +14.1% | -33.3% | -8.7% |
| 5Y | -43.8% | +19.4% | -63.2% | -45.8% |
| All | -44.8% | +19.3% | -64.2% | -48.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 10y: compounded portfolio wealth divided by compounded BIL 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…
10y analysis · Full analysis span regression · 6 months rolling