-42.9%
ACHR vs CSGP
-64.7%
+21.8%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.4% | +1.6% | +0.7% |
| 7D | -0.7% | -4.1% | +3.4% | +1.9% |
| 30D | +9.8% | +2.3% | +7.5% | +8.4% |
| 3M | -10.5% | -8.2% | -2.3% | -7.6% |
| 6M | -15.5% | -35.1% | +19.5% | +9.9% |
| YTD | -24.1% | -54.0% | +30.0% | +23.3% |
| 1Y | -32.4% | -65.3% | +32.9% | +35.6% |
| 3Y | -11.6% | -62.6% | +51.0% | +62.4% |
| All | -42.9% | -64.7% | +21.8% | +14.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling