+174.9%
ACHR vs KVUE
-20.4%
+195.3%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.1% | +2.4% | +2.4% |
| 7D | -2.3% | -5.1% | +2.8% | -1.4% |
| 30D | -11.3% | -6.3% | -5.0% | -10.3% |
| 3M | +5.3% | -0.5% | +5.8% | +5.1% |
| 6M | -13.2% | +3.1% | -16.3% | -14.0% |
| YTD | -25.8% | +6.7% | -32.5% | -26.9% |
| 1Y | -34.3% | -1.1% | -33.1% | -33.2% |
| 3Y | -19.9% | -8.7% | -11.2% | -19.8% |
| All | +174.9% | -20.4% | +195.3% | +165.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 10y: compounded portfolio wealth divided by compounded KVUE 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…
10y analysis · Full analysis span regression · 6 months rolling