-59.6%
ACHR vs IP
-6.0%
-53.6%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +1.4% | -8.4% | -7.6% |
| 7D | -9.2% | -0.3% | -8.9% | -9.0% |
| 30D | -1.0% | +7.9% | -8.9% | -4.1% |
| 3M | -42.2% | -15.3% | -26.9% | -37.9% |
| 6M | -38.2% | +10.5% | -48.7% | -41.9% |
| YTD | -46.4% | -9.4% | -37.0% | -45.7% |
| 1Y | -49.4% | -4.6% | -44.7% | -50.1% |
| 3Y | -22.5% | +21.2% | -43.7% | -36.0% |
| 5Y | -29.8% | -13.3% | -16.5% | -35.4% |
| All | -59.6% | -6.0% | -53.6% | -61.3% |
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