-21.1%
ACHR vs IRM
+102.2%
-123.3%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.7% | -4.9% | -5.1% |
| 7D | -2.7% | +3.0% | -5.7% | -5.0% |
| 30D | -12.1% | -5.2% | -6.9% | -8.7% |
| 3M | +3.4% | -8.0% | +11.4% | +9.2% |
| 6M | -15.6% | +9.2% | -24.8% | -23.8% |
| YTD | -26.9% | +41.0% | -67.9% | -48.2% |
| 1Y | -34.8% | +23.3% | -58.0% | -47.8% |
| All | -21.1% | +102.2% | -123.3% | -67.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IRM.
Daily Out/Under-Performance
Portfolio return minus IRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRM 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 3y: compounded portfolio wealth divided by compounded IRM 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…
3y analysis · Full analysis span regression · 6 months rolling