-33.9%
ACHR vs IAG
+94.1%
-128.0%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.2% | +1.3% | -0.1% |
| 7D | -5.4% | -4.1% | -1.3% | -3.9% |
| 30D | -19.7% | +10.6% | -30.4% | -23.5% |
| 3M | +7.9% | +35.4% | -27.5% | -6.0% |
| 6M | -13.8% | -9.5% | -4.2% | -13.4% |
| YTD | -27.5% | +21.8% | -49.4% | -36.0% |
| 1Y | -33.9% | +84.1% | -118.1% | -54.5% |
| All | -33.9% | +94.1% | -128.0% | -54.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 1y: compounded portfolio wealth divided by compounded IAG 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…
1y analysis · Full analysis span regression · 6 months rolling