-42.7%
ACHR vs EFX
-4.3%
-38.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -6.4% | +5.5% | +3.5% |
| 7D | -0.7% | -8.6% | +7.9% | +5.4% |
| 30D | +9.8% | +0.1% | +9.7% | +9.5% |
| 3M | -10.5% | +3.8% | -14.3% | -15.3% |
| 6M | -15.5% | -13.5% | -2.0% | -9.5% |
| YTD | -24.1% | -17.7% | -6.4% | -17.3% |
| 1Y | -32.4% | -25.6% | -6.9% | -21.1% |
| 3Y | -11.6% | -12.1% | +0.5% | -10.9% |
| 5Y | -42.9% | -33.8% | -9.1% | -34.6% |
| All | -42.7% | -4.3% | -38.4% | -43.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 EFX 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