-21.1%
ACHR vs IT
-52.2%
+31.1%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -1.7% | -4.0% | -5.2% |
| 7D | -2.7% | -9.1% | +6.5% | -0.2% |
| 30D | -12.1% | -12.2% | 0.0% | -9.2% |
| 3M | +3.4% | +7.8% | -4.4% | +0.1% |
| 6M | -15.6% | +2.0% | -17.6% | -17.4% |
| YTD | -26.9% | -32.7% | +5.9% | -16.1% |
| 1Y | -34.8% | -31.1% | -3.7% | -26.5% |
| All | -21.1% | -52.2% | +31.1% | +5.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling