-51.3%
ACHR vs BUD
+28.5%
-79.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -2.3% | +5.5% | +4.0% |
| 7D | +18.0% | +0.5% | +17.5% | +17.6% |
| 30D | +3.6% | +7.4% | -3.8% | +0.2% |
| 3M | -28.4% | +4.3% | -32.7% | -29.9% |
| 6M | -25.7% | +5.3% | -31.0% | -28.4% |
| YTD | -35.4% | +33.2% | -68.6% | -44.1% |
| 1Y | -45.6% | +31.8% | -77.4% | -52.8% |
| 3Y | -2.2% | +47.8% | -50.0% | -20.8% |
| 5Y | -20.3% | +50.2% | -70.5% | -38.5% |
| All | -51.3% | +28.5% | -79.7% | -62.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling