-51.8%
ACHR vs KEY
+79.4%
-131.1%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +2.7% | +5.6% | +6.9% |
| 7D | +15.3% | -0.4% | +15.7% | +15.7% |
| 30D | -3.0% | +7.2% | -10.2% | -6.6% |
| 3M | -14.0% | -4.9% | -9.0% | -11.8% |
| 6M | -25.8% | +1.1% | -26.8% | -26.8% |
| YTD | -36.0% | +6.8% | -42.8% | -38.7% |
| 1Y | -41.2% | +23.3% | -64.5% | -47.7% |
| 3Y | -8.6% | +126.1% | -134.6% | -37.7% |
| 5Y | -20.6% | +15.2% | -35.8% | -34.7% |
| All | -51.8% | +79.4% | -131.1% | -61.8% |
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