-41.6%
ACHR vs CI
+39.3%
-81.0%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.4% | +4.5% | +2.5% |
| 7D | +4.9% | -2.6% | +7.4% | +5.3% |
| 30D | +4.3% | -2.4% | +6.7% | +4.6% |
| 3M | +1.7% | -4.8% | +6.5% | +2.2% |
| 6M | -6.9% | +2.1% | -9.0% | -7.9% |
| YTD | -22.5% | +1.4% | -23.8% | -23.1% |
| 1Y | -31.5% | -6.8% | -24.7% | -31.3% |
| 3Y | -14.4% | +3.3% | -17.7% | -16.9% |
| 5Y | -41.6% | +41.1% | -82.7% | -51.0% |
| All | -41.6% | +39.3% | -81.0% | -51.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling