-27.7%
ACHR vs IBB
+37.5%
-65.2%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | +1.7% | +13.0% | +12.5% |
| 7D | +5.7% | -1.8% | +7.5% | +8.4% |
| 30D | -4.9% | +5.1% | -10.0% | -10.8% |
| 3M | -15.1% | +10.7% | -25.8% | -26.5% |
| 6M | -30.7% | +22.9% | -53.6% | -48.6% |
| YTD | -41.0% | +26.7% | -67.7% | -58.0% |
| 1Y | -50.0% | +35.1% | -85.1% | -67.3% |
| 3Y | -17.0% | +80.2% | -97.2% | -62.5% |
| All | -27.7% | +37.5% | -65.2% | -56.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling