-34.3%
ACHR vs MTB
+24.6%
-58.9%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.3% | +2.0% | +2.3% |
| 7D | -2.3% | 0.0% | -2.3% | -2.3% |
| 30D | -11.3% | -4.8% | -6.5% | -9.9% |
| 3M | +5.3% | +6.0% | -0.7% | +2.1% |
| 6M | -13.2% | +19.6% | -32.8% | -22.3% |
| YTD | -25.8% | +21.5% | -47.3% | -35.1% |
| 1Y | -34.3% | +24.7% | -59.0% | -49.8% |
| All | -34.3% | +24.6% | -58.9% | -49.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 MTB 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