-42.9%
ACHR vs IP
-17.2%
-25.7%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.2% | -3.1% | -1.9% |
| 7D | -0.7% | -5.3% | +4.6% | +1.7% |
| 30D | +9.8% | -10.9% | +20.7% | +15.8% |
| 3M | -10.5% | +11.2% | -21.7% | -16.6% |
| 6M | -15.5% | -10.2% | -5.3% | -13.0% |
| YTD | -24.1% | -2.0% | -22.1% | -26.0% |
| 1Y | -32.4% | -19.1% | -13.3% | -27.6% |
| 3Y | -11.6% | +20.9% | -32.5% | -30.4% |
| All | -42.9% | -17.2% | -25.7% | -44.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling