-59.6%
ACHR vs IR
+87.9%
-147.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.3% | -6.6% | -6.7% |
| 7D | -9.2% | +2.5% | -11.8% | -10.7% |
| 30D | -1.0% | +9.2% | -10.1% | -7.0% |
| 3M | -42.2% | +0.9% | -43.1% | -42.7% |
| 6M | -38.2% | +19.2% | -57.4% | -46.7% |
| YTD | -46.4% | +7.5% | -53.9% | -51.1% |
| 1Y | -49.4% | +11.7% | -61.1% | -55.2% |
| 3Y | -22.5% | +23.9% | -46.4% | -36.8% |
| 5Y | -29.8% | +46.4% | -76.2% | -52.4% |
| All | -59.6% | +87.9% | -147.5% | -72.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IR.
Daily Out/Under-Performance
Portfolio return minus IR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IR 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 IR 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