-56.6%
ACHR vs O
+35.6%
-92.2%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.9% | -0.5% | -10.4% | -10.6% |
| 7D | +11.9% | -0.4% | +12.3% | +12.1% |
| 30D | -2.5% | +8.3% | -10.8% | -6.7% |
| 3M | -31.2% | -4.0% | -27.2% | -29.7% |
| 6M | -32.2% | -2.6% | -29.6% | -32.4% |
| YTD | -42.4% | +9.9% | -52.3% | -47.1% |
| 1Y | -49.9% | +9.8% | -59.8% | -54.0% |
| 3Y | -12.9% | +39.7% | -52.6% | -32.4% |
| 5Y | -24.6% | +9.2% | -33.7% | -35.0% |
| All | -56.6% | +35.6% | -92.2% | -63.6% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 10y: compounded portfolio wealth divided by compounded O 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…
10y analysis · Full analysis span regression · 6 months rolling