-42.7%
ACHR vs IBB
+38.0%
-80.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | +0.2% |
| 7D | -0.7% | +1.4% | -2.1% | -2.4% |
| 30D | +9.8% | +10.5% | -0.7% | -3.3% |
| 3M | -10.5% | +23.6% | -34.1% | -32.1% |
| 6M | -15.5% | +22.6% | -38.2% | -35.2% |
| YTD | -24.1% | +25.7% | -49.7% | -43.6% |
| 1Y | -32.4% | +51.4% | -83.8% | -60.0% |
| 3Y | -11.6% | +64.4% | -76.0% | -51.1% |
| 5Y | -42.9% | +22.1% | -65.0% | -61.3% |
| All | -42.7% | +38.0% | -80.7% | -63.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling