-41.5%
ACHR vs JCI
+248.8%
-290.3%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.0% | +1.1% | +1.3% |
| 7D | +4.9% | +5.1% | -0.3% | +0.6% |
| 30D | +4.3% | -3.8% | +8.1% | +7.4% |
| 3M | +1.7% | +1.9% | -0.1% | -0.9% |
| 6M | -6.9% | +11.2% | -18.1% | -17.0% |
| YTD | -22.5% | +22.9% | -45.4% | -37.3% |
| 1Y | -31.5% | +37.4% | -68.9% | -49.9% |
| 3Y | -14.4% | +167.8% | -182.2% | -63.3% |
| 5Y | -41.6% | +115.0% | -156.7% | -72.4% |
| All | -41.5% | +248.8% | -290.3% | -79.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling