-24.6%
ACHR vs EMR
+87.7%
-112.3%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.9% | -0.1% | -10.8% | -10.8% |
| 7D | +11.9% | +2.7% | +9.2% | +9.2% |
| 30D | -2.5% | +2.1% | -4.6% | -4.1% |
| 3M | -31.2% | +2.3% | -33.4% | -32.5% |
| 6M | -32.2% | +22.5% | -54.7% | -44.5% |
| YTD | -42.4% | +27.2% | -69.6% | -55.0% |
| 1Y | -49.9% | +28.0% | -78.0% | -60.9% |
| 3Y | -12.9% | +103.4% | -116.3% | -53.8% |
| 5Y | -24.6% | +88.2% | -112.7% | -57.8% |
| All | -24.6% | +87.7% | -112.3% | -57.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling