-59.6%
ACHR vs BUD
+29.6%
-89.1%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +1.1% | -8.1% | -7.4% |
| 7D | -9.2% | +1.0% | -10.2% | -9.6% |
| 30D | -1.0% | +6.7% | -7.7% | -3.9% |
| 3M | -42.2% | +5.7% | -47.9% | -43.7% |
| 6M | -38.2% | +5.8% | -44.0% | -40.6% |
| YTD | -46.4% | +34.4% | -80.8% | -53.8% |
| 1Y | -49.4% | +33.3% | -82.6% | -56.3% |
| 3Y | -22.5% | +48.8% | -71.3% | -37.4% |
| 5Y | -29.8% | +52.5% | -82.3% | -46.1% |
| All | -59.6% | +29.6% | -89.1% | -69.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 10y: compounded portfolio wealth divided by compounded BUD 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…
10y analysis · Full analysis span regression · 6 months rolling