-56.9%
ACHR vs IEF
-1.9%
-55.0%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.5% | -0.8% | -1.5% |
| 7D | -5.1% | +0.9% | -6.0% | -7.2% |
| 30D | -12.7% | +3.1% | -15.8% | -19.7% |
| 3M | -22.4% | -1.4% | -21.1% | -19.1% |
| 6M | -28.6% | -1.6% | -27.0% | -24.7% |
| YTD | -45.2% | -2.1% | -43.1% | -41.4% |
| 1Y | -56.9% | -2.0% | -54.9% | -54.5% |
| All | -56.9% | -1.9% | -55.0% | -54.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IEF.
Daily Out/Under-Performance
Portfolio return minus IEF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEF 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 1y: compounded portfolio wealth divided by compounded IEF 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…
1y analysis · Full analysis span regression · 6 months rolling