-41.6%
ACHR vs EXC
+48.6%
-90.3%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.7% | +1.4% | +2.0% |
| 7D | +4.9% | +1.2% | +3.6% | +4.7% |
| 30D | +4.3% | -2.7% | +7.0% | +4.6% |
| 3M | +1.7% | -1.0% | +2.7% | +1.4% |
| 6M | -6.9% | -9.3% | +2.4% | -5.5% |
| YTD | -22.5% | +3.6% | -26.1% | -24.2% |
| 1Y | -31.5% | +5.9% | -37.4% | -33.5% |
| 3Y | -14.4% | +21.3% | -35.7% | -22.4% |
| 5Y | -41.6% | +46.2% | -87.8% | -46.4% |
| All | -41.6% | +48.6% | -90.3% | -46.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 EXC 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