-21.1%
ACHR vs MTB
+112.6%
-133.7%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.2% | -5.5% | -5.5% |
| 7D | -2.7% | +1.1% | -3.7% | -3.5% |
| 30D | -12.1% | -4.6% | -7.5% | -8.7% |
| 3M | +3.4% | +6.3% | -2.9% | -2.9% |
| 6M | -15.6% | +15.6% | -31.2% | -27.1% |
| YTD | -26.9% | +20.6% | -47.4% | -39.6% |
| 1Y | -34.8% | +22.5% | -57.3% | -47.1% |
| All | -21.1% | +112.6% | -133.7% | -64.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling