-44.0%
ACHR vs BND
-2.6%
-41.4%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | +0.4% |
| 7D | -5.4% | -0.9% | -4.5% | -3.5% |
| 30D | -19.7% | -1.0% | -18.8% | -18.0% |
| 3M | +7.9% | -1.2% | +9.2% | +11.1% |
| 6M | -13.8% | -2.0% | -11.8% | -9.4% |
| YTD | -27.5% | -1.2% | -26.4% | -25.1% |
| 1Y | -33.9% | -0.5% | -33.5% | -32.8% |
| 3Y | -20.0% | +12.4% | -32.4% | -35.8% |
| 5Y | -44.0% | -2.5% | -41.5% | -64.7% |
| All | -44.0% | -2.6% | -41.4% | -64.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 BND 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