-59.6%
ACHR vs EMR
+131.0%
-190.6%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | 0.0% | -7.0% | -7.0% |
| 7D | -9.2% | +2.8% | -12.1% | -11.4% |
| 30D | -1.0% | +3.7% | -4.6% | -3.9% |
| 3M | -42.2% | +2.0% | -44.2% | -43.1% |
| 6M | -38.2% | +22.1% | -60.3% | -48.3% |
| YTD | -46.4% | +27.2% | -73.6% | -56.9% |
| 1Y | -49.4% | +32.0% | -81.4% | -60.5% |
| 3Y | -22.5% | +103.3% | -125.8% | -54.7% |
| 5Y | -29.8% | +88.2% | -118.0% | -58.7% |
| All | -59.6% | +131.0% | -190.6% | -77.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EMR.
Daily Out/Under-Performance
Portfolio return minus EMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMR 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 EMR 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