-19.9%
ACHR vs ITOT
+75.8%
-95.7%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.8% | +1.5% | +0.3% |
| 7D | -2.3% | -0.9% | -1.4% | 0.0% |
| 30D | -11.3% | -1.5% | -9.8% | -7.5% |
| 3M | +5.3% | +3.6% | +1.7% | -2.4% |
| 6M | -13.2% | +13.7% | -26.9% | -34.8% |
| YTD | -25.8% | +12.9% | -38.7% | -42.9% |
| 1Y | -34.3% | +17.2% | -51.5% | -52.9% |
| 3Y | -19.9% | +75.6% | -95.6% | -77.3% |
| All | -19.9% | +75.8% | -95.7% | -77.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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