-40.4%
ACHR vs FITB
+71.3%
-111.7%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.7% | +2.8% | +2.6% |
| 7D | +4.9% | +2.8% | +2.0% | +2.8% |
| 30D | +4.3% | -4.5% | +8.8% | +7.6% |
| 3M | +1.7% | +5.7% | -3.9% | -3.4% |
| 6M | -6.9% | +17.1% | -24.0% | -18.7% |
| YTD | -22.5% | +18.3% | -40.8% | -33.5% |
| 1Y | -31.5% | +23.9% | -55.4% | -43.3% |
| 3Y | -14.4% | +131.1% | -145.5% | -53.3% |
| All | -40.4% | +71.3% | -111.7% | -60.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FITB.
Daily Out/Under-Performance
Portfolio return minus FITB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FITB 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 FITB 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