-41.7%
ACHR vs NI
+96.9%
-138.6%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | 0.0% | +2.4% | +2.4% |
| 7D | -2.3% | 0.0% | -2.3% | -2.3% |
| 30D | -11.3% | -1.4% | -9.9% | -10.8% |
| 3M | +5.3% | -10.6% | +15.9% | +10.3% |
| 6M | -13.2% | -9.3% | -3.9% | -10.3% |
| YTD | -25.8% | +1.1% | -26.9% | -27.9% |
| 1Y | -34.3% | +3.4% | -37.7% | -36.8% |
| 3Y | -19.9% | +67.9% | -87.8% | -38.7% |
| All | -41.7% | +96.9% | -138.6% | -55.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 5y: compounded portfolio wealth divided by compounded NI 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…
5y analysis · Full analysis span regression · 6 months rolling