-40.4%
ACHR vs CG
+9.9%
-50.3%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.2% | +4.3% | +3.7% |
| 7D | +4.9% | -1.3% | +6.1% | +5.8% |
| 30D | +4.3% | -3.2% | +7.5% | +7.3% |
| 3M | +1.7% | +6.2% | -4.5% | -3.2% |
| 6M | -6.9% | -4.7% | -2.2% | -4.5% |
| YTD | -22.5% | -20.6% | -1.9% | -9.0% |
| 1Y | -31.5% | -26.4% | -5.1% | -14.7% |
| 3Y | -14.4% | +55.4% | -69.8% | -39.0% |
| All | -40.4% | +9.9% | -50.3% | -49.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 CG 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