-43.8%
ACHR vs FND
-61.3%
+17.5%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.7% | -5.0% | -5.3% |
| 7D | -2.7% | -0.8% | -1.9% | -2.4% |
| 30D | -12.1% | -19.6% | +7.4% | -1.5% |
| 3M | +3.4% | -4.3% | +7.7% | +2.5% |
| 6M | -15.6% | -20.4% | +4.8% | -8.4% |
| YTD | -26.9% | -21.9% | -5.0% | -20.4% |
| 1Y | -34.8% | -45.2% | +10.4% | -13.5% |
| 3Y | -19.2% | -49.2% | +30.0% | +4.3% |
| 5Y | -43.8% | -61.8% | +18.0% | -14.3% |
| All | -43.8% | -61.3% | +17.5% | -14.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling