-56.9%
ACHR vs IJR
+24.2%
-81.1%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.6% | -2.7% |
| 7D | -5.1% | +2.3% | -7.3% | -9.0% |
| 30D | -12.7% | +2.8% | -15.5% | -17.0% |
| 3M | -22.4% | -4.6% | -17.8% | -15.1% |
| 6M | -28.6% | +5.7% | -34.3% | -35.3% |
| YTD | -45.2% | +19.9% | -65.1% | -61.4% |
| 1Y | -56.9% | +24.2% | -81.1% | -71.9% |
| All | -56.9% | +24.2% | -81.1% | -71.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IJR.
Daily Out/Under-Performance
Portfolio return minus IJR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJR 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 IJR 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