-42.7%
ACHR vs EXPE
+141.4%
-184.1%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.7% | +0.8% | -0.2% |
| 7D | -0.7% | -9.5% | +8.8% | +3.6% |
| 30D | +9.8% | -6.6% | +16.4% | +12.7% |
| 3M | -10.5% | +31.4% | -41.9% | -21.7% |
| 6M | -15.5% | +35.2% | -50.7% | -28.3% |
| YTD | -24.1% | +5.8% | -29.9% | -29.1% |
| 1Y | -32.4% | +38.7% | -71.1% | -45.9% |
| 3Y | -11.6% | +175.8% | -187.4% | -52.2% |
| 5Y | -42.9% | +111.8% | -154.7% | -66.2% |
| All | -42.7% | +141.4% | -184.1% | -69.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling