-42.7%
ACHR vs ED
+83.0%
-125.8%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.3% | +0.5% | -1.1% |
| 7D | -0.7% | -0.2% | -0.5% | -0.7% |
| 30D | +9.8% | -0.1% | +9.9% | +9.8% |
| 3M | -10.5% | +3.9% | -14.4% | -10.0% |
| 6M | -15.5% | -3.0% | -12.5% | -15.5% |
| YTD | -24.1% | +10.7% | -34.8% | -23.5% |
| 1Y | -32.4% | +13.3% | -45.8% | -31.8% |
| 3Y | -11.6% | +34.5% | -46.1% | -14.7% |
| 5Y | -42.9% | +67.1% | -110.0% | -48.1% |
| All | -42.7% | +83.0% | -125.8% | -50.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling