-41.5%
ACHR vs IYR
+36.7%
-78.2%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.1% | +2.2% | +2.2% |
| 7D | +4.9% | -0.4% | +5.2% | +5.4% |
| 30D | +4.3% | -2.5% | +6.8% | +7.3% |
| 3M | +1.7% | +1.5% | +0.3% | -2.3% |
| 6M | -6.9% | +3.9% | -10.7% | -13.5% |
| YTD | -22.5% | +9.5% | -32.0% | -32.8% |
| 1Y | -31.5% | +7.5% | -38.9% | -39.2% |
| 3Y | -14.4% | +30.8% | -45.2% | -39.0% |
| 5Y | -41.6% | +4.8% | -46.4% | -48.0% |
| All | -41.5% | +36.7% | -78.2% | -54.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IYR.
Daily Out/Under-Performance
Portfolio return minus IYR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IYR 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 IYR 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