-51.8%
ACHR vs P
+361.8%
-413.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +6.3% | +2.0% | +5.7% |
| 7D | +15.3% | -9.6% | +25.0% | +19.9% |
| 30D | -3.0% | -33.4% | +30.4% | +13.9% |
| 3M | -14.0% | +14.2% | -28.2% | -21.1% |
| 6M | -25.8% | +31.6% | -57.3% | -37.2% |
| YTD | -36.0% | +53.5% | -89.5% | -50.4% |
| 1Y | -41.2% | +14.2% | -55.4% | -50.1% |
| 3Y | -8.6% | +190.5% | -199.1% | -54.9% |
| 5Y | -20.6% | +256.3% | -277.0% | -65.6% |
| All | -51.8% | +361.8% | -413.5% | -79.7% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 P 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