-41.6%
ACHR vs EXPE
+89.5%
-131.1%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -7.9% | +10.0% | +5.5% |
| 7D | +4.9% | -9.8% | +14.6% | +9.3% |
| 30D | +4.3% | -11.5% | +15.8% | +9.3% |
| 3M | +1.7% | +21.7% | -20.0% | -8.6% |
| 6M | -6.9% | +10.4% | -17.2% | -13.4% |
| YTD | -22.5% | -2.5% | -19.9% | -25.3% |
| 1Y | -31.5% | +27.3% | -58.8% | -43.8% |
| 3Y | -14.4% | +153.5% | -167.9% | -53.8% |
| 5Y | -41.6% | +91.1% | -132.7% | -63.2% |
| All | -41.6% | +89.5% | -131.1% | -63.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 EXPE 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