-33.9%
ACHR vs JCI
+33.3%
-67.3%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.5% | -0.2% |
| 7D | -5.4% | +0.4% | -5.8% | -5.5% |
| 30D | -19.7% | -7.7% | -12.0% | -16.6% |
| 3M | +7.9% | +2.8% | +5.2% | +6.0% |
| 6M | -13.8% | +7.2% | -21.0% | -18.2% |
| YTD | -27.5% | +20.0% | -47.5% | -34.2% |
| 1Y | -33.9% | +33.3% | -67.2% | -45.5% |
| All | -33.9% | +33.3% | -67.3% | -45.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling