-44.0%
ACHR vs O
+34.9%
-78.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.1% | +2.5% | +2.4% |
| 7D | -2.3% | -2.9% | +0.6% | -0.7% |
| 30D | -11.3% | -4.5% | -6.8% | -9.0% |
| 3M | +5.3% | -2.6% | +7.9% | +5.5% |
| 6M | -13.2% | -5.6% | -7.6% | -11.6% |
| YTD | -25.8% | +9.3% | -35.1% | -31.5% |
| 1Y | -34.3% | +4.3% | -38.6% | -37.4% |
| 3Y | -19.9% | +27.4% | -47.4% | -34.4% |
| 5Y | -42.7% | +17.1% | -59.7% | -50.4% |
| All | -44.0% | +34.9% | -78.9% | -52.9% |
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