-41.7%
ACHR vs NTRS
+93.2%
-134.9%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.1% | +1.3% | +1.6% |
| 7D | -2.3% | +1.4% | -3.6% | -3.3% |
| 30D | -11.3% | -0.7% | -10.6% | -11.0% |
| 3M | +5.3% | +11.3% | -6.0% | -3.7% |
| 6M | -13.2% | +35.5% | -48.8% | -32.4% |
| YTD | -25.8% | +40.6% | -66.4% | -43.5% |
| 1Y | -34.3% | +49.2% | -83.5% | -52.1% |
| 3Y | -19.9% | +167.2% | -187.2% | -61.7% |
| All | -41.7% | +93.2% | -134.9% | -65.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NTRS.
Daily Out/Under-Performance
Portfolio return minus NTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTRS 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 NTRS 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