-10.4%
ACHR vs CAPR
+56.4%
-66.8%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.3% | -2.2% | -0.9% |
| 7D | -0.7% | -2.0% | +1.3% | -0.6% |
| 30D | +9.8% | +139.2% | -129.4% | +6.1% |
| 3M | -10.5% | -66.4% | +55.9% | -9.2% |
| 6M | -15.5% | -63.1% | +47.6% | -14.7% |
| YTD | -24.1% | -67.4% | +43.4% | -23.1% |
| 1Y | -32.4% | +58.2% | -90.7% | -40.6% |
| All | -10.4% | +56.4% | -66.8% | -36.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 CAPR 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