-41.6%
ACHR vs KEY
+39.4%
-81.1%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.8% | +3.9% | +3.1% |
| 7D | +4.9% | +2.7% | +2.1% | +3.2% |
| 30D | +4.3% | -3.2% | +7.5% | +6.1% |
| 3M | +1.7% | +1.0% | +0.8% | +0.7% |
| 6M | -6.9% | +11.9% | -18.7% | -13.5% |
| YTD | -22.5% | +8.7% | -31.2% | -26.7% |
| 1Y | -31.5% | +18.5% | -50.0% | -38.4% |
| 3Y | -14.4% | +124.0% | -138.3% | -44.3% |
| 5Y | -41.6% | +40.8% | -82.5% | -52.1% |
| All | -41.6% | +39.4% | -81.1% | -52.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 5y: compounded portfolio wealth divided by compounded KEY 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…
5y analysis · Full analysis span regression · 6 months rolling