-41.5%
ACHR vs CAG
-44.2%
+2.6%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.4% | +3.5% | +1.9% |
| 7D | +4.9% | -5.3% | +10.1% | +4.2% |
| 30D | +4.3% | +1.0% | +3.3% | +4.4% |
| 3M | +1.7% | +17.4% | -15.6% | +4.2% |
| 6M | -6.9% | -16.8% | +9.9% | -8.6% |
| YTD | -22.5% | -6.8% | -15.7% | -22.7% |
| 1Y | -31.5% | -15.4% | -16.1% | -32.4% |
| 3Y | -14.4% | -37.1% | +22.7% | -18.5% |
| 5Y | -41.6% | -41.3% | -0.4% | -46.3% |
| All | -41.5% | -44.2% | +2.6% | -46.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CAG.
Daily Out/Under-Performance
Portfolio return minus CAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAG 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 CAG 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