-51.3%
ACHR vs FN
+380.8%
-432.0%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +5.9% | -2.7% | +0.8% |
| 7D | +18.0% | +8.0% | +9.9% | +14.2% |
| 30D | +3.6% | -19.1% | +22.8% | +11.4% |
| 3M | -28.4% | -29.8% | +1.4% | -20.9% |
| 6M | -25.7% | -43.2% | +17.5% | -12.3% |
| YTD | -35.4% | -18.9% | -16.4% | -38.1% |
| 1Y | -45.6% | -17.9% | -27.8% | -48.5% |
| 3Y | -2.2% | +120.1% | -122.3% | -46.5% |
| 5Y | -20.3% | +206.7% | -227.0% | -66.8% |
| All | -51.3% | +380.8% | -432.0% | -82.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 FN 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