-41.7%
ACHR vs BR
+8.0%
-49.7%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.3% | +2.7% | +2.6% |
| 7D | -2.3% | -3.0% | +0.7% | -0.1% |
| 30D | -11.3% | -0.3% | -11.0% | -11.3% |
| 3M | +5.3% | +17.3% | -12.0% | -7.9% |
| 6M | -13.2% | -6.7% | -6.5% | -9.0% |
| YTD | -25.8% | -23.4% | -2.4% | -9.0% |
| 1Y | -34.3% | -32.7% | -1.6% | -9.4% |
| 3Y | -19.9% | -5.9% | -14.0% | -19.7% |
| All | -41.7% | +8.0% | -49.7% | -53.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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