-55.5%
ACHR vs IP
-5.7%
-49.8%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | +0.8% | +13.9% | +14.4% |
| 7D | +5.7% | -5.1% | +10.8% | +8.2% |
| 30D | -4.9% | +8.5% | -13.4% | -8.2% |
| 3M | -15.1% | -13.8% | -1.3% | -9.4% |
| 6M | -30.7% | +5.7% | -36.5% | -33.7% |
| YTD | -41.0% | -9.1% | -31.8% | -40.4% |
| 1Y | -50.0% | -0.8% | -49.2% | -51.7% |
| 3Y | -17.0% | +14.8% | -31.8% | -29.5% |
| 5Y | -29.4% | -11.5% | -17.9% | -35.2% |
| All | -55.5% | -5.7% | -49.8% | -57.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 10y: compounded portfolio wealth divided by compounded IP 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…
10y analysis · Full analysis span regression · 6 months rolling