-56.6%
ACHR vs IT
+21.4%
-78.0%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.9% | -1.1% | -9.8% | -10.5% |
| 7D | +11.9% | -3.7% | +15.5% | +13.3% |
| 30D | -2.5% | -3.1% | +0.6% | -2.6% |
| 3M | -31.2% | +6.3% | -37.5% | -34.5% |
| 6M | -32.2% | +24.8% | -57.0% | -41.7% |
| YTD | -42.4% | -24.4% | -18.1% | -37.7% |
| 1Y | -49.9% | -17.1% | -32.9% | -48.8% |
| 3Y | -12.9% | -53.6% | +40.8% | +22.9% |
| 5Y | -24.6% | -42.5% | +18.0% | -14.0% |
| All | -56.6% | +21.4% | -78.0% | -55.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling