-42.7%
ACHR vs KEY
+85.8%
-128.6%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.3% | -1.1% | -1.0% |
| 7D | -0.7% | +2.2% | -2.9% | -1.8% |
| 30D | +9.8% | -3.0% | +12.8% | +11.5% |
| 3M | -10.5% | +3.3% | -13.8% | -12.4% |
| 6M | -15.5% | +9.2% | -24.7% | -19.9% |
| YTD | -24.1% | +10.6% | -34.7% | -28.5% |
| 1Y | -32.4% | +20.4% | -52.8% | -39.1% |
| 3Y | -11.6% | +121.8% | -133.5% | -39.7% |
| 5Y | -42.9% | +41.1% | -84.0% | -54.5% |
| All | -42.7% | +85.8% | -128.6% | -55.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling