-41.7%
ACHR vs OSCR
+96.8%
-138.5%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.6% | +1.8% | +2.2% |
| 7D | -2.3% | +1.6% | -3.9% | -2.6% |
| 30D | -11.3% | +10.7% | -22.0% | -13.6% |
| 3M | +5.3% | +13.4% | -8.1% | +1.3% |
| 6M | -13.2% | +144.6% | -157.8% | -32.4% |
| YTD | -25.8% | +128.0% | -153.8% | -41.4% |
| 1Y | -34.3% | +68.7% | -102.9% | -44.9% |
| 3Y | -19.9% | +398.8% | -418.7% | -56.3% |
| All | -41.7% | +96.8% | -138.5% | -69.4% |
Cumulative growth
Daily Returns
Daily percentage return beside OSCR.
Daily Out/Under-Performance
Portfolio return minus OSCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OSCR 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 OSCR 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