-44.8%
ACHR vs CI
+53.3%
-98.1%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +0.8% | -6.5% | -5.8% |
| 7D | -2.7% | -1.1% | -1.5% | -2.5% |
| 30D | -12.1% | +0.5% | -12.6% | -12.3% |
| 3M | +3.4% | -5.2% | +8.6% | +3.9% |
| 6M | -15.6% | +4.3% | -20.0% | -16.7% |
| YTD | -26.9% | +2.8% | -29.6% | -27.5% |
| 1Y | -34.8% | -5.8% | -29.0% | -34.6% |
| 3Y | -19.2% | +4.7% | -24.0% | -21.2% |
| 5Y | -43.8% | +42.7% | -86.4% | -48.6% |
| All | -44.8% | +53.3% | -98.1% | -50.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 10y: compounded portfolio wealth divided by compounded CI 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…
10y analysis · Full analysis span regression · 6 months rolling