-42.7%
ACHR vs FND
-49.1%
+6.3%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.7% | -2.6% | -1.7% |
| 7D | -0.7% | -5.2% | +4.5% | +1.8% |
| 30D | +9.8% | -19.9% | +29.7% | +21.8% |
| 3M | -10.5% | +2.7% | -13.2% | -14.4% |
| 6M | -15.5% | -21.7% | +6.1% | -7.7% |
| YTD | -24.1% | -17.5% | -6.6% | -19.9% |
| 1Y | -32.4% | -39.3% | +6.9% | -16.9% |
| 3Y | -11.6% | -49.8% | +38.2% | +13.8% |
| 5Y | -42.9% | -60.1% | +17.2% | -26.4% |
| All | -42.7% | -49.1% | +6.3% | -30.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling