-16.4%
ACHR vs IBN
+28.0%
-44.4%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.5% | +4.6% | +3.5% |
| 7D | +4.9% | -2.2% | +7.0% | +6.0% |
| 30D | +4.3% | -2.3% | +6.6% | +5.4% |
| 3M | +1.7% | +15.9% | -14.1% | -6.8% |
| 6M | -6.9% | +5.6% | -12.5% | -10.1% |
| YTD | -22.5% | -0.1% | -22.4% | -23.2% |
| 1Y | -31.5% | -6.5% | -25.0% | -30.3% |
| All | -16.4% | +28.0% | -44.4% | -36.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 3y: compounded portfolio wealth divided by compounded IBN 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…
3y analysis · Full analysis span regression · 6 months rolling