-32.2%
ACHR vs IAU
-17.5%
-14.7%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.9% | -2.8% | -8.1% | -7.7% |
| 7D | +11.9% | -5.5% | +17.4% | +19.5% |
| 30D | -2.5% | -7.0% | +4.5% | +6.4% |
| 3M | -31.2% | -12.3% | -18.9% | -20.1% |
| 6M | -32.2% | -17.9% | -14.3% | -8.4% |
| All | -32.2% | -17.5% | -14.7% | -8.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling