-32.4%
ACHR vs IJH
+18.2%
-50.6%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IJH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.0% | -1.2% |
| 7D | -0.7% | +0.1% | -0.8% | -0.9% |
| 30D | +9.8% | -1.5% | +11.3% | +13.7% |
| 3M | -10.5% | +0.8% | -11.3% | -11.3% |
| 6M | -15.5% | +7.6% | -23.1% | -26.7% |
| YTD | -24.1% | +15.5% | -39.5% | -43.9% |
| 1Y | -32.4% | +16.9% | -49.3% | -50.4% |
| All | -32.4% | +18.2% | -50.6% | -50.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IJH.
Daily Out/Under-Performance
Portfolio return minus IJH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJH 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 IJH 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