+82.8%
ACHR vs FGI
-69.8%
+152.6%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.9% | +0.2% | +2.0% |
| 7D | +4.9% | +5.2% | -0.3% | +4.6% |
| 30D | +4.3% | +65.2% | -60.9% | +0.5% |
| 3M | +1.7% | +30.2% | -28.4% | -1.6% |
| 6M | -6.9% | +87.8% | -94.7% | -12.7% |
| YTD | -22.5% | +32.5% | -54.9% | -26.3% |
| 1Y | -31.5% | +93.6% | -125.1% | -36.3% |
| 3Y | -14.4% | -2.6% | -11.8% | -17.5% |
| All | +82.8% | -69.8% | +152.6% | +90.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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