-41.6%
ACHR vs GEN
+22.3%
-64.0%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.7% | +4.8% | +3.4% |
| 7D | +4.9% | -0.7% | +5.6% | +5.1% |
| 30D | +4.3% | +2.6% | +1.6% | +3.0% |
| 3M | +1.7% | +15.8% | -14.0% | -5.3% |
| 6M | -6.9% | +33.1% | -40.0% | -19.7% |
| YTD | -22.5% | +11.3% | -33.8% | -27.5% |
| 1Y | -31.5% | +1.7% | -33.1% | -33.0% |
| 3Y | -14.4% | +58.1% | -72.5% | -29.3% |
| 5Y | -41.6% | +20.6% | -62.3% | -52.8% |
| All | -41.6% | +22.3% | -64.0% | -52.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling