-44.8%
ACHR vs CHTR
-79.6%
+34.8%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -8.1% | +2.5% | -3.0% |
| 7D | -2.7% | -15.8% | +13.1% | +2.9% |
| 30D | -12.1% | -12.7% | +0.5% | -8.2% |
| 3M | +3.4% | -1.1% | +4.5% | +2.2% |
| 6M | -15.6% | -39.9% | +24.3% | -2.9% |
| YTD | -26.9% | -35.9% | +9.0% | -18.7% |
| 1Y | -34.8% | -49.2% | +14.4% | -19.9% |
| 3Y | -19.2% | -68.3% | +49.1% | +15.4% |
| 5Y | -43.8% | -83.0% | +39.2% | -14.3% |
| All | -44.8% | -79.6% | +34.8% | -19.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CHTR.
Daily Out/Under-Performance
Portfolio return minus CHTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHTR 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 all: compounded portfolio wealth divided by compounded CHTR 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…
all analysis · Full analysis span regression · 6 months rolling