-61.1%
ACHR vs IRE
-97.2%
+36.2%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | +39.6% | -24.9% | +8.2% |
| 7D | +5.7% | -27.2% | +32.9% | +8.1% |
| 30D | -4.9% | -75.1% | +70.2% | +13.2% |
| 3M | -15.1% | -77.9% | +62.8% | -0.4% |
| 6M | -30.7% | -94.6% | +63.8% | -6.8% |
| YTD | -41.0% | -91.5% | +50.6% | -33.6% |
| 1Y | -50.0% | -97.8% | +47.8% | -37.0% |
| All | -61.1% | -97.2% | +36.2% | -53.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 IRE 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