-20.8%
ACHR vs BP
+101.9%
-122.7%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.1% | -2.1% |
| 7D | +14.0% | -6.3% | +20.4% | +16.5% |
| 30D | -5.0% | -3.6% | -1.4% | -4.4% |
| 3M | -24.8% | +5.2% | -30.0% | -26.8% |
| 6M | -27.3% | +5.3% | -32.6% | -29.9% |
| YTD | -37.4% | +33.1% | -70.5% | -46.6% |
| 1Y | -44.3% | +26.3% | -70.5% | -51.3% |
| 3Y | -5.2% | +47.5% | -52.7% | -23.9% |
| 5Y | -20.8% | +106.2% | -127.0% | -46.4% |
| All | -20.8% | +101.9% | -122.7% | -46.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP 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 BP 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