-44.8%
ACHR vs GEN
+62.3%
-107.1%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.2% | -5.5% | -5.6% |
| 7D | -2.7% | -2.9% | +0.2% | -1.5% |
| 30D | -12.1% | +2.1% | -14.2% | -12.9% |
| 3M | +3.4% | +19.7% | -16.3% | -4.4% |
| 6M | -15.6% | +33.3% | -48.9% | -26.0% |
| YTD | -26.9% | +11.1% | -38.0% | -31.1% |
| 1Y | -34.8% | +3.0% | -37.8% | -36.5% |
| 3Y | -19.2% | +57.9% | -77.1% | -31.2% |
| 5Y | -43.8% | +20.6% | -64.4% | -52.8% |
| All | -44.8% | +62.3% | -107.1% | -55.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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