-43.8%
ACHR vs O
+12.6%
-56.3%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -1.5% | -4.2% | -4.8% |
| 7D | -2.7% | -2.3% | -0.4% | -1.3% |
| 30D | -12.1% | -2.4% | -9.7% | -10.9% |
| 3M | +3.4% | -0.6% | +4.0% | +2.2% |
| 6M | -15.6% | -5.0% | -10.6% | -14.3% |
| YTD | -26.9% | +10.4% | -37.2% | -33.5% |
| 1Y | -34.8% | +6.6% | -41.3% | -39.1% |
| 3Y | -19.2% | +28.4% | -47.6% | -35.9% |
| 5Y | -43.8% | +15.3% | -59.0% | -52.0% |
| All | -43.8% | +12.6% | -56.3% | -52.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling