-42.7%
ACHR vs IBN
+123.0%
-165.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.1% | -0.5% |
| 7D | -0.7% | +1.4% | -2.1% | -1.4% |
| 30D | +9.8% | -0.3% | +10.1% | +9.8% |
| 3M | -10.5% | +17.1% | -27.6% | -17.4% |
| 6M | -15.5% | +3.4% | -18.9% | -17.1% |
| YTD | -24.1% | +2.5% | -26.6% | -25.4% |
| 1Y | -32.4% | -4.2% | -28.3% | -31.9% |
| 3Y | -11.6% | +32.4% | -44.0% | -24.6% |
| 5Y | -42.9% | +59.2% | -102.1% | -54.6% |
| All | -42.7% | +123.0% | -165.7% | -57.0% |
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