-43.1%
ACHR vs CSGP
-53.7%
+10.7%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +2.3% | +6.1% | +8.1% |
| 7D | +15.3% | -1.8% | +17.2% | +15.4% |
| 30D | -3.0% | +5.3% | -8.3% | -4.8% |
| 3M | -14.0% | +3.3% | -17.3% | -15.1% |
| 6M | -25.8% | -4.7% | -21.1% | -26.2% |
| YTD | -36.0% | -53.5% | +17.5% | -21.5% |
| All | -43.1% | -53.7% | +10.7% | -30.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 1y: compounded portfolio wealth divided by compounded CSGP 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…
1y analysis · Full analysis span regression · 6 months rolling