-14.4%
ACHR vs MDB
-5.6%
-8.8%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -3.5% | +5.6% | +3.2% |
| 7D | +4.9% | -18.0% | +22.9% | +11.1% |
| 30D | +4.3% | -10.7% | +15.0% | +7.9% |
| 3M | +1.7% | +1.0% | +0.8% | +1.3% |
| 6M | -6.9% | +31.6% | -38.5% | -15.6% |
| YTD | -22.5% | -15.2% | -7.3% | -21.1% |
| 1Y | -31.5% | +10.1% | -41.6% | -36.0% |
| 3Y | -14.4% | -5.6% | -8.7% | -23.2% |
| All | -14.4% | -5.6% | -8.8% | -23.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MDB.
Daily Out/Under-Performance
Portfolio return minus MDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDB 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 3y: compounded portfolio wealth divided by compounded MDB 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…
3y analysis · Full analysis span regression · 6 months rolling