-20.8%
ACHR vs OPEN
-93.7%
+72.9%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -7.1% | +5.0% | -0.2% |
| 7D | +14.0% | -24.7% | +38.8% | +20.4% |
| 30D | -5.0% | -41.0% | +36.0% | +6.8% |
| 3M | -24.8% | -62.4% | +37.6% | -4.7% |
| 6M | -27.3% | -73.9% | +46.5% | +0.5% |
| YTD | -37.4% | -77.5% | +40.2% | -11.1% |
| 1Y | -44.3% | -83.6% | +39.3% | -14.8% |
| 3Y | -5.2% | -37.0% | +31.8% | -36.4% |
| 5Y | -20.8% | -93.3% | +72.4% | -11.2% |
| All | -20.8% | -93.7% | +72.9% | -11.2% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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