-19.9%
ACHR vs PBR
+99.7%
-119.7%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.8% | +3.2% | +2.6% |
| 7D | -2.3% | +5.4% | -7.6% | -3.3% |
| 30D | -11.3% | +22.9% | -34.2% | -15.2% |
| 3M | +5.3% | +19.6% | -14.4% | +0.8% |
| 6M | -13.2% | +16.5% | -29.7% | -17.8% |
| YTD | -25.8% | +86.7% | -112.5% | -40.3% |
| 1Y | -34.3% | +74.7% | -109.0% | -45.9% |
| 3Y | -19.9% | +102.6% | -122.5% | -44.3% |
| All | -19.9% | +99.7% | -119.7% | -44.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PBR.
Daily Out/Under-Performance
Portfolio return minus PBR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBR 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 3y: compounded portfolio wealth divided by compounded PBR 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…
3y analysis · Full analysis span regression · 6 months rolling