-38.2%
ACHR vs IAU
-17.4%
-20.8%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +0.1% | -7.1% | -7.1% |
| 7D | -9.2% | -4.6% | -4.7% | -3.9% |
| 30D | -1.0% | -5.4% | +4.5% | +5.8% |
| 3M | -42.2% | -10.9% | -31.3% | -34.2% |
| 6M | -38.2% | -17.4% | -20.8% | -18.0% |
| All | -38.2% | -17.4% | -20.8% | -18.0% |
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