-59.6%
ACHR vs IBN
+154.0%
-213.6%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +0.4% | -7.3% | -7.1% |
| 7D | -9.2% | +1.9% | -11.1% | -10.0% |
| 30D | -1.0% | +22.1% | -23.1% | -10.1% |
| 3M | -42.2% | +17.1% | -59.3% | -46.5% |
| 6M | -38.2% | +35.5% | -73.7% | -47.0% |
| YTD | -46.4% | +16.8% | -63.2% | -50.6% |
| 1Y | -49.4% | +12.4% | -61.8% | -52.5% |
| 3Y | -22.5% | +58.0% | -80.5% | -39.5% |
| 5Y | -29.8% | +73.7% | -103.5% | -47.3% |
| All | -59.6% | +154.0% | -213.6% | -71.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling