-9.8%
ACHR vs EXPD
+68.7%
-78.5%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.9% | -1.8% | -1.2% |
| 7D | -0.7% | -1.1% | +0.4% | -0.3% |
| 30D | +9.8% | +4.1% | +5.7% | +8.1% |
| 3M | -10.5% | +17.9% | -28.4% | -16.7% |
| 6M | -15.5% | +29.2% | -44.8% | -24.9% |
| YTD | -24.1% | +27.4% | -51.4% | -33.0% |
| 1Y | -32.4% | +56.8% | -89.3% | -47.7% |
| All | -9.8% | +68.7% | -78.5% | -41.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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