-42.7%
ACHR vs BUD
+22.8%
-65.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.0% | -0.9% |
| 7D | -0.7% | +0.3% | -1.0% | -0.8% |
| 30D | +9.8% | -5.7% | +15.5% | +12.3% |
| 3M | -10.5% | +3.1% | -13.6% | -12.6% |
| 6M | -15.5% | +7.9% | -23.4% | -19.3% |
| YTD | -24.1% | +27.3% | -51.4% | -32.7% |
| 1Y | -32.4% | +37.8% | -70.2% | -42.7% |
| 3Y | -11.6% | +49.8% | -61.5% | -28.5% |
| 5Y | -42.9% | +43.8% | -86.7% | -54.9% |
| All | -42.7% | +22.8% | -65.5% | -54.9% |
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