-30.8%
ACHR vs M
+35.8%
-66.6%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | M | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.6% | +4.7% | +2.9% |
| 7D | +4.9% | +2.4% | +2.5% | +4.0% |
| 30D | +4.3% | -11.6% | +15.9% | +8.3% |
| 3M | +1.7% | +1.6% | +0.1% | +0.6% |
| 6M | -6.9% | +25.2% | -32.1% | -13.7% |
| YTD | -22.5% | +3.8% | -26.2% | -23.9% |
| All | -30.8% | +35.8% | -66.6% | -44.3% |
Cumulative growth
Daily Returns
Daily percentage return beside M.
Daily Out/Under-Performance
Portfolio return minus M return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × M 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 1y: compounded portfolio wealth divided by compounded M 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…
1y analysis · Full analysis span regression · 6 months rolling