-41.6%
ACHR vs CAPR
+87.6%
-129.2%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -3.6% | +5.7% | +2.3% |
| 7D | +4.9% | -9.5% | +14.3% | +5.3% |
| 30D | +4.3% | +121.5% | -117.2% | -0.5% |
| 3M | +1.7% | -65.4% | +67.1% | +3.5% |
| 6M | -6.9% | -67.5% | +60.7% | -5.1% |
| YTD | -22.5% | -68.6% | +46.1% | -21.1% |
| 1Y | -31.5% | +42.7% | -74.2% | -43.0% |
| 3Y | -14.4% | +43.4% | -57.7% | -45.7% |
| 5Y | -41.6% | +86.0% | -127.7% | -72.4% |
| All | -41.6% | +87.6% | -129.2% | -72.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling