-40.4%
ACHR vs EW
-29.4%
-11.0%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -3.5% | +5.6% | +3.9% |
| 7D | +4.9% | -4.4% | +9.3% | +7.1% |
| 30D | +4.3% | -3.3% | +7.6% | +6.2% |
| 3M | +1.7% | +1.0% | +0.7% | +1.2% |
| 6M | -6.9% | +6.2% | -13.1% | -9.7% |
| YTD | -22.5% | +1.7% | -24.2% | -23.3% |
| 1Y | -31.5% | +8.1% | -39.6% | -34.5% |
| 3Y | -14.4% | +17.1% | -31.5% | -27.3% |
| All | -40.4% | -29.4% | -11.0% | -32.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW 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 EW 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