-43.8%
ACHR vs BN
+33.2%
-76.9%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -1.9% | -3.8% | -3.5% |
| 7D | -2.7% | -3.0% | +0.3% | +0.7% |
| 30D | -12.1% | -13.0% | +0.9% | +3.3% |
| 3M | +3.4% | -15.2% | +18.6% | +25.1% |
| 6M | -15.6% | -5.9% | -9.7% | -10.6% |
| YTD | -26.9% | -15.8% | -11.1% | -12.7% |
| 1Y | -34.8% | -12.2% | -22.6% | -25.6% |
| 3Y | -19.2% | +72.2% | -91.4% | -55.1% |
| 5Y | -43.8% | +33.2% | -77.0% | -58.9% |
| All | -43.8% | +33.2% | -76.9% | -58.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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