-6.5%
ACHR vs FGI
+5.7%
-12.3%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +5.9% | -2.7% | +3.0% |
| 7D | +18.0% | +6.9% | +11.1% | +17.7% |
| 30D | +3.6% | +3.9% | -0.3% | +3.5% |
| 3M | -28.4% | +74.3% | -102.7% | -30.6% |
| 6M | -25.7% | +28.9% | -54.6% | -27.8% |
| YTD | -35.4% | +39.1% | -74.5% | -37.8% |
| 1Y | -45.6% | +49.3% | -95.0% | -47.7% |
| All | -6.5% | +5.7% | -12.3% | -2.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling