-45.6%
ACHR vs BURL
-9.1%
-36.6%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BURL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.9% | +2.3% | +3.0% |
| 7D | +18.0% | -0.8% | +18.8% | +18.2% |
| 30D | +3.6% | -4.4% | +8.1% | +4.7% |
| 3M | -28.4% | -28.6% | +0.2% | -23.7% |
| 6M | -25.7% | -12.3% | -13.4% | -24.6% |
| YTD | -35.4% | -11.3% | -24.1% | -34.0% |
| 1Y | -45.6% | -10.4% | -35.2% | -44.5% |
| All | -45.6% | -9.1% | -36.6% | -44.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BURL.
Daily Out/Under-Performance
Portfolio return minus BURL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BURL 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 1y: compounded portfolio wealth divided by compounded BURL 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…
1y analysis · Full analysis span regression · 6 months rolling