-14.4%
ACHR vs O
+30.3%
-44.7%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.4% | +2.5% | +2.3% |
| 7D | +4.9% | -0.6% | +5.4% | +5.2% |
| 30D | +4.3% | -2.0% | +6.2% | +5.3% |
| 3M | +1.7% | +3.0% | -1.3% | -2.1% |
| 6M | -6.9% | -3.6% | -3.2% | -6.1% |
| YTD | -22.5% | +12.1% | -34.5% | -30.9% |
| 1Y | -31.5% | +8.9% | -40.4% | -37.5% |
| 3Y | -14.4% | +30.3% | -44.7% | -31.9% |
| All | -14.4% | +30.3% | -44.7% | -31.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling