-40.4%
ACHR vs IAU
+139.4%
-179.8%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.7% | +3.8% | +3.0% |
| 7D | +4.9% | +0.7% | +4.1% | +4.4% |
| 30D | +4.3% | +0.3% | +4.0% | +4.0% |
| 3M | +1.7% | +0.7% | +1.0% | +1.4% |
| 6M | -6.9% | -15.5% | +8.6% | -0.3% |
| YTD | -22.5% | +1.0% | -23.4% | -22.1% |
| 1Y | -31.5% | +19.6% | -51.1% | -34.3% |
| 3Y | -14.4% | +125.4% | -139.8% | -41.9% |
| All | -40.4% | +139.4% | -179.8% | -61.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 IAU 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