-8.6%
ACHR vs CSGP
-59.5%
+51.0%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +2.3% | +6.1% | +7.5% |
| 7D | +15.3% | -1.8% | +17.2% | +15.8% |
| 30D | -3.0% | +5.3% | -8.3% | -7.3% |
| 3M | -14.0% | +3.3% | -17.3% | -17.0% |
| 6M | -25.8% | -4.7% | -21.1% | -27.1% |
| YTD | -36.0% | -53.5% | +17.5% | -7.1% |
| 1Y | -41.2% | -53.7% | +12.5% | -14.4% |
| 3Y | -8.6% | -59.7% | +51.2% | +32.2% |
| All | -8.6% | -59.5% | +51.0% | +32.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling