-6.5%
ACHR vs GEN
+69.2%
-75.7%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.1% | +1.1% | +2.2% |
| 7D | +18.0% | -0.8% | +18.8% | +18.3% |
| 30D | +3.6% | +31.2% | -27.6% | -10.4% |
| 3M | -28.4% | +6.1% | -34.5% | -31.5% |
| 6M | -25.7% | +38.1% | -63.8% | -40.0% |
| YTD | -35.4% | +14.4% | -49.8% | -41.5% |
| 1Y | -45.6% | +15.1% | -60.8% | -51.0% |
| All | -6.5% | +69.2% | -75.7% | -40.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling