-34.3%
ACHR vs JBL
+47.2%
-81.5%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +5.0% | -2.7% | -0.1% |
| 7D | -2.3% | +2.4% | -4.7% | -3.4% |
| 30D | -11.3% | -13.1% | +1.8% | -5.3% |
| 3M | +5.3% | -15.6% | +20.9% | +11.7% |
| 6M | -13.2% | +24.6% | -37.8% | -21.5% |
| YTD | -25.8% | +39.6% | -65.4% | -36.1% |
| 1Y | -34.3% | +48.6% | -82.9% | -45.6% |
| All | -34.3% | +47.2% | -81.5% | -45.6% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 1y: compounded portfolio wealth divided by compounded JBL 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…
1y analysis · Full analysis span regression · 6 months rolling