-49.9%
ACHR vs IBB
+30.0%
-80.0%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.9% | -2.2% | -8.7% | -8.7% |
| 7D | +11.9% | +1.6% | +10.2% | +10.9% |
| 30D | -2.5% | +6.7% | -9.2% | -7.6% |
| 3M | -31.2% | +6.3% | -37.5% | -35.0% |
| 6M | -32.2% | +23.9% | -56.1% | -46.5% |
| YTD | -42.4% | +26.6% | -69.0% | -55.9% |
| 1Y | -49.9% | +29.6% | -79.6% | -63.3% |
| All | -49.9% | +30.0% | -80.0% | -63.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 1y: compounded portfolio wealth divided by compounded IBB 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…
1y analysis · Full analysis span regression · 6 months rolling