-10.4%
ACHR vs CASY
+220.7%
-231.1%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.8% |
| 7D | -0.7% | +0.1% | -0.8% | -0.8% |
| 30D | +9.8% | -11.3% | +21.2% | +13.4% |
| 3M | -10.5% | -0.6% | -9.9% | -12.3% |
| 6M | -15.5% | +10.7% | -26.2% | -21.6% |
| YTD | -24.1% | +37.1% | -61.2% | -35.8% |
| 1Y | -32.4% | +52.3% | -84.7% | -45.8% |
| All | -10.4% | +220.7% | -231.1% | -37.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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