-41.5%
ACHR vs BND
-2.2%
-39.3%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.1% | +2.2% | +2.3% |
| 7D | +4.9% | +0.1% | +4.7% | +4.6% |
| 30D | +4.3% | -0.4% | +4.6% | +5.1% |
| 3M | +1.7% | -0.2% | +2.0% | +2.5% |
| 6M | -6.9% | -1.2% | -5.7% | -3.8% |
| YTD | -22.5% | -0.3% | -22.2% | -21.4% |
| 1Y | -31.5% | +0.4% | -31.9% | -31.6% |
| 3Y | -14.4% | +13.4% | -27.8% | -32.7% |
| 5Y | -41.6% | -1.5% | -40.1% | -51.8% |
| All | -41.5% | -2.2% | -39.3% | -47.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling