-61.2%
ACHR vs IP
-6.5%
-54.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -4.0% | -2.1% | -4.4% |
| 7D | -11.6% | -5.0% | -6.7% | -9.7% |
| 30D | -16.8% | +6.5% | -23.3% | -19.1% |
| 3M | -25.6% | -18.0% | -7.5% | -19.0% |
| 6M | -33.7% | +10.3% | -44.0% | -37.7% |
| YTD | -48.5% | -9.9% | -38.7% | -47.8% |
| 1Y | -59.6% | -1.1% | -58.5% | -61.0% |
| 3Y | -29.3% | +13.0% | -42.3% | -39.5% |
| 5Y | -38.5% | -12.3% | -26.2% | -43.4% |
| All | -61.2% | -6.5% | -54.7% | -62.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling