-41.7%
ACHR vs CNC
+10.7%
-52.4%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.6% | +0.8% | +2.2% |
| 7D | -2.3% | -0.9% | -1.4% | -2.2% |
| 30D | -11.3% | -1.0% | -10.3% | -11.2% |
| 3M | +5.3% | +4.5% | +0.8% | +4.6% |
| 6M | -13.2% | +85.2% | -98.4% | -19.7% |
| YTD | -25.8% | +61.4% | -87.2% | -30.3% |
| 1Y | -34.3% | +94.9% | -129.2% | -39.8% |
| 3Y | -19.9% | 0.0% | -19.9% | -23.4% |
| All | -41.7% | +10.7% | -52.4% | -36.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CNC.
Daily Out/Under-Performance
Portfolio return minus CNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNC 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 CNC 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