-51.3%
ACHR vs IAU
+108.4%
-159.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.1% | +4.3% | +3.8% |
| 7D | +18.0% | -2.0% | +19.9% | +19.1% |
| 30D | +3.6% | -4.4% | +8.1% | +6.0% |
| 3M | -28.4% | -8.9% | -19.5% | -25.1% |
| 6M | -25.7% | -15.9% | -9.8% | -19.5% |
| YTD | -35.4% | -7.8% | -27.6% | -32.1% |
| 1Y | -45.6% | -3.8% | -41.9% | -43.6% |
| 3Y | -2.2% | +104.3% | -106.6% | -26.9% |
| 5Y | -20.3% | +111.2% | -131.5% | -44.0% |
| All | -51.3% | +108.4% | -159.7% | -65.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling