-44.0%
ACHR vs BTI
+116.2%
-160.2%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.0% | -1.9% | -1.1% |
| 7D | -5.4% | -2.0% | -3.4% | -5.0% |
| 30D | -19.7% | -3.4% | -16.3% | -19.2% |
| 3M | +7.9% | -9.0% | +16.9% | +9.1% |
| 6M | -13.8% | -5.0% | -8.8% | -14.2% |
| YTD | -27.5% | -0.3% | -27.2% | -28.9% |
| 1Y | -33.9% | +3.1% | -37.1% | -35.9% |
| 3Y | -20.0% | +111.0% | -130.9% | -42.2% |
| 5Y | -44.0% | +117.0% | -161.0% | -59.9% |
| All | -44.0% | +116.2% | -160.2% | -59.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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