-52.0%
ACHR vs COMP
-51.7%
-0.3%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.7% | +0.5% | +2.3% |
| 7D | +18.0% | +2.2% | +15.8% | +17.4% |
| 30D | +3.6% | +16.3% | -12.7% | -1.6% |
| 3M | -28.4% | -19.1% | -9.3% | -23.6% |
| 6M | -25.7% | +17.1% | -42.8% | -30.8% |
| YTD | -35.4% | -2.9% | -32.4% | -37.4% |
| 1Y | -45.6% | +8.8% | -54.4% | -49.3% |
| 3Y | -2.2% | +423.5% | -425.7% | -50.5% |
| 5Y | -20.3% | -10.5% | -9.9% | -43.2% |
| All | -52.0% | -51.7% | -0.3% | -65.2% |
Cumulative growth
Daily Returns
Daily percentage return beside COMP.
Daily Out/Under-Performance
Portfolio return minus COMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COMP 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 COMP 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