-50.0%
ACHR vs BURL
-7.8%
-42.2%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BURL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | -1.6% | +16.3% | +15.0% |
| 7D | +5.7% | +4.1% | +1.6% | +4.9% |
| 30D | -4.9% | -9.5% | +4.5% | -3.0% |
| 3M | -15.1% | -33.5% | +18.4% | -9.1% |
| 6M | -30.7% | -22.1% | -8.6% | -27.8% |
| YTD | -41.0% | -14.6% | -26.4% | -39.1% |
| 1Y | -50.0% | -8.4% | -41.6% | -48.7% |
| All | -50.0% | -7.8% | -42.2% | -48.7% |
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