-45.3%
ACHR vs MKTX
-69.8%
+24.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.8% | -0.9% |
| 7D | -5.4% | -0.2% | -5.2% | -5.3% |
| 30D | -19.7% | +0.8% | -20.6% | -19.9% |
| 3M | +7.9% | +41.1% | -33.2% | -3.9% |
| 6M | -13.8% | -9.5% | -4.2% | -11.8% |
| YTD | -27.5% | -8.7% | -18.8% | -26.3% |
| 1Y | -33.9% | -10.0% | -24.0% | -32.9% |
| 3Y | -20.0% | -24.6% | +4.6% | -18.4% |
| 5Y | -44.0% | -60.3% | +16.3% | -31.8% |
| All | -45.3% | -69.8% | +24.5% | -27.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 MKTX 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