-45.3%
ACHR vs EQT
+334.6%
-380.0%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.6% | -1.5% | -1.1% |
| 7D | -5.4% | -1.2% | -4.2% | -5.1% |
| 30D | -19.7% | +1.1% | -20.8% | -20.0% |
| 3M | +7.9% | +4.8% | +3.1% | +6.4% |
| 6M | -13.8% | -10.6% | -3.2% | -11.9% |
| YTD | -27.5% | +3.4% | -31.0% | -28.9% |
| 1Y | -33.9% | +8.7% | -42.6% | -35.9% |
| 3Y | -20.0% | +35.0% | -54.9% | -25.7% |
| 5Y | -44.0% | +204.2% | -248.2% | -51.8% |
| All | -45.3% | +334.6% | -380.0% | -53.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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