-59.6%
ACHR vs IT
+22.2%
-81.8%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +0.7% | -7.6% | -7.2% |
| 7D | -9.2% | +1.1% | -10.3% | -9.5% |
| 30D | -1.0% | -1.8% | +0.9% | -1.7% |
| 3M | -42.2% | +4.8% | -47.0% | -44.7% |
| 6M | -38.2% | +33.0% | -71.2% | -48.4% |
| YTD | -46.4% | -23.8% | -22.6% | -42.2% |
| 1Y | -49.4% | -16.5% | -32.9% | -48.4% |
| 3Y | -22.5% | -53.6% | +31.1% | +9.6% |
| 5Y | -29.8% | -42.1% | +12.3% | -20.2% |
| All | -59.6% | +22.2% | -81.8% | -58.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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