-41.5%
ACHR vs JBL
+624.3%
-665.8%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.6% | +1.5% | +1.7% |
| 7D | +4.9% | +4.4% | +0.4% | +1.9% |
| 30D | +4.3% | -8.4% | +12.7% | +9.8% |
| 3M | +1.7% | -14.2% | +15.9% | +10.9% |
| 6M | -6.9% | +29.6% | -36.5% | -23.8% |
| YTD | -22.5% | +37.1% | -59.6% | -39.8% |
| 1Y | -31.5% | +49.5% | -81.0% | -50.8% |
| 3Y | -14.4% | +192.7% | -207.1% | -64.2% |
| 5Y | -41.6% | +411.3% | -453.0% | -84.3% |
| All | -41.5% | +624.3% | -665.8% | -86.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling