-42.7%
ACHR vs IAG
+436.1%
-478.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.2% | +1.3% | -0.4% |
| 7D | -0.7% | -0.5% | -0.2% | -0.6% |
| 30D | +9.8% | +28.9% | -19.1% | +3.7% |
| 3M | -10.5% | +19.1% | -29.6% | -14.1% |
| 6M | -15.5% | -10.3% | -5.3% | -14.9% |
| YTD | -24.1% | +24.2% | -48.3% | -28.3% |
| 1Y | -32.4% | +116.5% | -148.9% | -42.2% |
| 3Y | -11.6% | +742.8% | -754.4% | -45.4% |
| 5Y | -42.9% | +753.3% | -796.2% | -66.3% |
| All | -42.7% | +436.1% | -478.9% | -65.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling