-27.7%
ACHR vs COMP
-17.6%
-10.1%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | +10.7% | +4.0% | +11.1% |
| 7D | +5.7% | +13.4% | -7.7% | +1.3% |
| 30D | -4.9% | +11.1% | -16.0% | -8.5% |
| 3M | -15.1% | -18.8% | +3.7% | -9.3% |
| 6M | -30.7% | +10.5% | -41.2% | -34.5% |
| YTD | -41.0% | -3.4% | -37.6% | -42.9% |
| 1Y | -50.0% | +19.7% | -69.7% | -55.0% |
| 3Y | -17.0% | +381.6% | -398.6% | -58.6% |
| All | -27.7% | -17.6% | -10.1% | -35.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling