-21.8%
ACHR vs MDY
+47.3%
-69.1%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | +1.1% |
| 7D | -5.4% | -2.5% | -2.9% | -0.1% |
| 30D | -19.7% | -5.0% | -14.7% | -10.2% |
| 3M | +7.9% | +0.5% | +7.5% | +7.3% |
| 6M | -13.8% | +8.0% | -21.8% | -26.1% |
| YTD | -27.5% | +12.2% | -39.7% | -42.1% |
| 1Y | -33.9% | +14.0% | -47.9% | -48.4% |
| All | -21.8% | +47.3% | -69.1% | -65.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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