-41.5%
ACHR vs BR
+23.6%
-65.1%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.5% | +4.6% | +3.9% |
| 7D | +4.9% | -5.9% | +10.8% | +9.6% |
| 30D | +4.3% | +1.9% | +2.4% | +2.8% |
| 3M | +1.7% | +14.7% | -12.9% | -9.4% |
| 6M | -6.9% | -12.8% | +5.9% | +2.8% |
| YTD | -22.5% | -23.0% | +0.6% | -5.7% |
| 1Y | -31.5% | -31.7% | +0.2% | -7.4% |
| 3Y | -14.4% | -4.8% | -9.6% | -14.7% |
| 5Y | -41.6% | +7.8% | -49.5% | -50.7% |
| All | -41.5% | +23.6% | -65.1% | -59.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling