-44.8%
ACHR vs BTG
+17.8%
-62.6%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +1.7% | -7.3% | -6.1% |
| 7D | -2.7% | +2.4% | -5.1% | -3.4% |
| 30D | -12.1% | +9.5% | -21.6% | -14.8% |
| 3M | +3.4% | +38.5% | -35.1% | -7.0% |
| 6M | -15.6% | +5.6% | -21.3% | -18.7% |
| YTD | -26.9% | +23.9% | -50.8% | -32.9% |
| 1Y | -34.8% | +32.1% | -66.9% | -41.3% |
| 3Y | -19.2% | +103.2% | -122.4% | -37.7% |
| 5Y | -43.8% | +79.7% | -123.5% | -55.1% |
| All | -44.8% | +17.8% | -62.6% | -55.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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