-41.5%
ACHR vs FE
+93.3%
-134.8%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.7% | +2.8% | +2.3% |
| 7D | +4.9% | +0.6% | +4.2% | +4.7% |
| 30D | +4.3% | -2.1% | +6.4% | +4.8% |
| 3M | +1.7% | +2.6% | -0.9% | +0.5% |
| 6M | -6.9% | -6.8% | -0.1% | -5.3% |
| YTD | -22.5% | +6.9% | -29.3% | -24.9% |
| 1Y | -31.5% | +11.6% | -43.1% | -34.6% |
| 3Y | -14.4% | +47.7% | -62.1% | -26.9% |
| 5Y | -41.6% | +46.2% | -87.8% | -50.6% |
| All | -41.5% | +93.3% | -134.8% | -52.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 10y: compounded portfolio wealth divided by compounded FE 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…
10y analysis · Full analysis span regression · 6 months rolling