-44.0%
ACHR vs JCI
+247.9%
-291.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.2% | +0.1% | +0.5% |
| 7D | -2.3% | +0.7% | -3.0% | -2.8% |
| 30D | -11.3% | -4.4% | -6.9% | -8.2% |
| 3M | +5.3% | +1.7% | +3.6% | +3.0% |
| 6M | -13.2% | +8.8% | -22.0% | -21.1% |
| YTD | -25.8% | +22.6% | -48.4% | -39.8% |
| 1Y | -34.3% | +36.2% | -70.5% | -51.6% |
| 3Y | -19.9% | +168.0% | -188.0% | -65.7% |
| 5Y | -42.7% | +113.5% | -156.1% | -72.8% |
| All | -44.0% | +247.9% | -291.9% | -80.2% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 10y: compounded portfolio wealth divided by compounded JCI 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…
10y analysis · Full analysis span regression · 6 months rolling