-41.6%
ACHR vs BIL
+19.4%
-61.1%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | 0.0% | +2.1% | +2.1% |
| 7D | +4.9% | +0.1% | +4.8% | +5.0% |
| 30D | +4.3% | +0.3% | +4.0% | +5.0% |
| 3M | +1.7% | +0.9% | +0.8% | +3.0% |
| 6M | -6.9% | +1.8% | -8.7% | -6.8% |
| YTD | -22.5% | +2.5% | -24.9% | -23.8% |
| 1Y | -31.5% | +3.7% | -35.2% | -34.1% |
| 3Y | -14.4% | +14.1% | -28.5% | -15.3% |
| 5Y | -41.6% | +19.4% | -61.1% | -65.2% |
| All | -41.6% | +19.4% | -61.1% | -65.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling