-14.4%
ACHR vs ED
+35.1%
-49.5%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.9% | +1.2% | +2.5% |
| 7D | +4.9% | +0.5% | +4.3% | +5.1% |
| 30D | +4.3% | +1.1% | +3.2% | +4.8% |
| 3M | +1.7% | +4.6% | -2.9% | +3.5% |
| 6M | -6.9% | -2.0% | -4.9% | -6.4% |
| YTD | -22.5% | +11.7% | -34.2% | -20.1% |
| 1Y | -31.5% | +15.7% | -47.2% | -29.1% |
| 3Y | -14.4% | +34.4% | -48.7% | -27.2% |
| All | -14.4% | +35.1% | -49.5% | -27.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling