-41.7%
ACHR vs GRMN
+81.6%
-123.3%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +4.2% | -1.9% | -0.4% |
| 7D | -2.3% | +2.4% | -4.7% | -3.8% |
| 30D | -11.3% | -8.5% | -2.8% | -5.8% |
| 3M | +5.3% | +19.5% | -14.2% | -9.4% |
| 6M | -13.2% | +21.2% | -34.4% | -26.2% |
| YTD | -25.8% | +41.0% | -66.8% | -44.2% |
| 1Y | -34.3% | +19.6% | -53.9% | -44.3% |
| 3Y | -19.9% | +183.8% | -203.7% | -68.9% |
| All | -41.7% | +81.6% | -123.3% | -71.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 GRMN 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