-41.6%
ACHR vs FDX
+63.0%
-104.6%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.6% | +4.7% | +3.6% |
| 7D | +4.9% | -3.3% | +8.2% | +6.8% |
| 30D | +4.3% | -1.4% | +5.7% | +5.1% |
| 3M | +1.7% | -4.5% | +6.3% | +3.7% |
| 6M | -6.9% | +9.4% | -16.3% | -13.0% |
| YTD | -22.5% | +36.0% | -58.5% | -36.4% |
| 1Y | -31.5% | +75.5% | -107.0% | -51.5% |
| 3Y | -14.4% | +62.8% | -77.2% | -38.6% |
| 5Y | -41.6% | +64.4% | -106.0% | -61.9% |
| All | -41.6% | +63.0% | -104.6% | -61.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FDX.
Daily Out/Under-Performance
Portfolio return minus FDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDX 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 FDX 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