-42.7%
ACHR vs OPEN
-89.1%
+46.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.6% | -1.5% | -1.0% |
| 7D | -0.7% | -4.3% | +3.6% | +0.4% |
| 30D | +9.8% | -16.2% | +26.0% | +14.8% |
| 3M | -10.5% | -36.4% | +25.9% | -0.1% |
| 6M | -15.5% | -35.5% | +19.9% | -6.7% |
| YTD | -24.1% | -46.0% | +21.9% | -13.1% |
| 1Y | -32.4% | -47.1% | +14.7% | -29.9% |
| 3Y | -11.6% | -19.0% | +7.4% | -38.6% |
| 5Y | -42.9% | -83.6% | +40.7% | -54.2% |
| All | -42.7% | -89.1% | +46.4% | -49.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling