-42.7%
ACHR vs IRM
+394.7%
-437.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.6% | -2.5% | -1.9% |
| 7D | -0.7% | -0.5% | -0.2% | -0.5% |
| 30D | +9.8% | -8.1% | +17.9% | +15.6% |
| 3M | -10.5% | -9.7% | -0.8% | -4.9% |
| 6M | -15.5% | +10.0% | -25.5% | -22.0% |
| YTD | -24.1% | +43.0% | -67.1% | -41.9% |
| 1Y | -32.4% | +32.7% | -65.1% | -45.5% |
| 3Y | -11.6% | +102.7% | -114.3% | -43.9% |
| 5Y | -42.9% | +187.6% | -230.5% | -68.9% |
| All | -42.7% | +394.7% | -437.4% | -68.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling