-44.8%
ACHR vs PBR
+531.1%
-575.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +0.5% | -6.1% | -5.7% |
| 7D | -2.7% | +0.3% | -3.0% | -2.7% |
| 30D | -12.1% | +17.5% | -29.7% | -14.9% |
| 3M | +3.4% | +20.9% | -17.5% | -0.8% |
| 6M | -15.6% | +20.2% | -35.9% | -19.7% |
| YTD | -26.9% | +84.3% | -111.1% | -36.7% |
| 1Y | -34.8% | +77.1% | -111.9% | -43.1% |
| 3Y | -19.2% | +100.8% | -120.0% | -32.0% |
| 5Y | -43.8% | +556.1% | -599.9% | -62.5% |
| All | -44.8% | +531.1% | -575.9% | -62.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling