-22.5%
ACHR vs BIL
+13.8%
-36.3%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | 0.0% | -7.0% | -7.1% |
| 7D | -9.2% | +0.1% | -9.3% | -9.5% |
| 30D | -1.0% | +0.3% | -1.3% | -1.8% |
| 3M | -42.2% | +1.0% | -43.1% | -42.1% |
| 6M | -38.2% | +1.9% | -40.1% | -39.2% |
| YTD | -46.4% | +3.2% | -49.6% | -52.8% |
| 1Y | -49.4% | +3.7% | -53.1% | -57.0% |
| 3Y | -22.5% | +13.8% | -36.3% | -66.7% |
| All | -22.5% | +13.8% | -36.3% | -66.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling