-45.3%
ACHR vs ED
+82.1%
-127.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | -1.0% |
| 7D | -5.4% | -1.9% | -3.5% | -5.7% |
| 30D | -19.7% | +0.1% | -19.8% | -19.7% |
| 3M | +7.9% | 0.0% | +7.9% | +8.0% |
| 6M | -13.8% | -2.5% | -11.3% | -13.7% |
| YTD | -27.5% | +10.1% | -37.6% | -27.0% |
| 1Y | -33.9% | +13.6% | -47.5% | -33.4% |
| 3Y | -20.0% | +32.4% | -52.4% | -22.8% |
| 5Y | -44.0% | +69.9% | -113.8% | -49.4% |
| All | -45.3% | +82.1% | -127.4% | -52.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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