-59.6%
ACHR vs CI
+63.7%
-123.3%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +0.2% | -7.2% | -7.0% |
| 7D | -9.2% | +1.2% | -10.4% | -9.3% |
| 30D | -1.0% | +2.6% | -3.5% | -1.4% |
| 3M | -42.2% | +7.4% | -49.6% | -42.9% |
| 6M | -38.2% | -0.1% | -38.1% | -38.4% |
| YTD | -46.4% | +9.7% | -56.1% | -47.4% |
| 1Y | -49.4% | +12.1% | -61.5% | -50.5% |
| 3Y | -22.5% | +7.0% | -29.5% | -24.4% |
| 5Y | -29.8% | +49.7% | -79.5% | -36.7% |
| All | -59.6% | +63.7% | -123.3% | -63.9% |
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