-45.3%
ACHR vs NTR
+93.6%
-138.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.5% | +1.5% | 0.0% |
| 7D | -5.4% | -2.5% | -2.9% | -4.5% |
| 30D | -19.7% | +17.0% | -36.8% | -24.3% |
| 3M | +7.9% | +22.2% | -14.3% | -0.5% |
| 6M | -13.8% | +5.2% | -18.9% | -16.8% |
| YTD | -27.5% | +29.7% | -57.2% | -36.1% |
| 1Y | -33.9% | +39.4% | -73.3% | -43.7% |
| 3Y | -20.0% | +38.2% | -58.2% | -33.0% |
| 5Y | -44.0% | +47.6% | -91.6% | -54.0% |
| All | -45.3% | +93.6% | -138.9% | -57.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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