+79.0%
ACHR vs FGI
-70.4%
+149.4%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +7.5% | -8.4% | -1.2% |
| 7D | -0.7% | +0.5% | -1.2% | -0.7% |
| 30D | +9.8% | +65.4% | -55.6% | +5.8% |
| 3M | -10.5% | +23.5% | -34.0% | -13.3% |
| 6M | -15.5% | +60.5% | -76.1% | -20.3% |
| YTD | -24.1% | +30.0% | -54.1% | -27.8% |
| 1Y | -32.4% | +82.1% | -114.5% | -37.0% |
| 3Y | -11.6% | -4.4% | -7.2% | -14.7% |
| All | +79.0% | -70.4% | +149.4% | +86.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling