-21.1%
ACHR vs BWA
+67.1%
-88.2%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -1.5% | -4.2% | -4.8% |
| 7D | -2.7% | +0.1% | -2.8% | -2.8% |
| 30D | -12.1% | -5.6% | -6.6% | -9.5% |
| 3M | +3.4% | -10.7% | +14.1% | +9.8% |
| 6M | -15.6% | +23.2% | -38.8% | -24.5% |
| YTD | -26.9% | +46.0% | -72.9% | -43.4% |
| 1Y | -34.8% | +51.2% | -85.9% | -50.8% |
| All | -21.1% | +67.1% | -88.2% | -52.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 3y: compounded portfolio wealth divided by compounded BWA 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…
3y analysis · Full analysis span regression · 6 months rolling