-42.7%
ACHR vs JD
-60.8%
+18.1%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.9% | -2.7% | -1.6% |
| 7D | -0.7% | -1.7% | +1.0% | 0.0% |
| 30D | +9.8% | -13.2% | +23.0% | +15.5% |
| 3M | -10.5% | -3.2% | -7.3% | -9.9% |
| 6M | -15.5% | +15.2% | -30.8% | -21.2% |
| YTD | -24.1% | +2.0% | -26.0% | -25.4% |
| 1Y | -32.4% | -5.4% | -27.1% | -31.6% |
| 3Y | -11.6% | -9.1% | -2.5% | -13.1% |
| 5Y | -42.9% | -59.6% | +16.7% | -34.7% |
| All | -42.7% | -60.8% | +18.1% | -26.3% |
Cumulative growth
Daily Returns
Daily percentage return beside JD.
Daily Out/Under-Performance
Portfolio return minus JD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JD 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 JD 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