-20.6%
ACHR vs BIL
+19.8%
-40.4%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | 0.0% | +8.3% | +8.4% |
| 7D | +15.3% | +0.1% | +15.3% | +15.5% |
| 30D | -3.0% | 0.0% | -3.0% | -2.8% |
| 3M | -14.0% | +0.6% | -14.5% | -11.0% |
| 6M | -25.8% | +1.5% | -27.3% | -20.9% |
| YTD | -36.0% | +2.8% | -38.8% | -31.4% |
| 1Y | -41.2% | +3.3% | -44.5% | -36.5% |
| 3Y | -8.6% | +13.4% | -22.0% | +34.3% |
| 5Y | -20.6% | +19.8% | -40.4% | -11.4% |
| All | -20.6% | +19.8% | -40.4% | -11.4% |
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