-16.4%
ACHR vs EMR
+62.0%
-78.4%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.4% | +2.5% | +2.6% |
| 7D | +4.9% | +3.1% | +1.8% | +1.6% |
| 30D | +4.3% | -3.5% | +7.8% | +8.5% |
| 3M | +1.7% | +9.8% | -8.0% | -8.4% |
| 6M | -6.9% | +10.8% | -17.7% | -17.5% |
| YTD | -22.5% | +15.9% | -38.4% | -34.8% |
| 1Y | -31.5% | +16.4% | -47.9% | -42.5% |
| All | -16.4% | +62.0% | -78.4% | -44.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling