-40.4%
ACHR vs CHRW
+89.2%
-129.6%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CHRW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.7% | +0.4% | +1.6% |
| 7D | +4.9% | +1.9% | +2.9% | +4.2% |
| 30D | +4.3% | +0.9% | +3.4% | +3.8% |
| 3M | +1.7% | -19.9% | +21.6% | +7.7% |
| 6M | -6.9% | -15.8% | +8.9% | -3.8% |
| YTD | -22.5% | -5.6% | -16.9% | -24.5% |
| 1Y | -31.5% | +21.0% | -52.5% | -40.5% |
| 3Y | -14.4% | +86.0% | -100.4% | -42.0% |
| All | -40.4% | +89.2% | -129.6% | -61.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CHRW.
Daily Out/Under-Performance
Portfolio return minus CHRW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHRW 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 CHRW 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