-44.0%
ACHR vs OMC
+53.9%
-97.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.6% | +2.9% | +2.7% |
| 7D | -2.3% | -4.4% | +2.1% | +0.2% |
| 30D | -11.3% | -7.6% | -3.7% | -7.3% |
| 3M | +5.3% | +4.5% | +0.8% | +1.7% |
| 6M | -13.2% | -0.3% | -13.0% | -13.9% |
| YTD | -25.8% | -0.1% | -25.7% | -27.4% |
| 1Y | -34.3% | +4.6% | -38.9% | -38.3% |
| 3Y | -19.9% | +10.5% | -30.4% | -26.5% |
| 5Y | -42.7% | +31.7% | -74.4% | -49.3% |
| All | -44.0% | +53.9% | -97.9% | -48.9% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 OMC 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