-44.0%
ACHR vs FND
-52.0%
+8.0%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.0% | +1.4% | +1.9% |
| 7D | -2.3% | -5.8% | +3.5% | +0.5% |
| 30D | -11.3% | -20.2% | +8.9% | -1.2% |
| 3M | +5.3% | -12.0% | +17.2% | +9.2% |
| 6M | -13.2% | -18.5% | +5.3% | -7.4% |
| YTD | -25.8% | -22.3% | -3.5% | -19.5% |
| 1Y | -34.3% | -47.6% | +13.4% | -12.8% |
| 3Y | -19.9% | -49.8% | +29.8% | +2.8% |
| 5Y | -42.7% | -63.0% | +20.3% | -24.0% |
| All | -44.0% | -52.0% | +8.0% | -30.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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