-59.6%
ACHR vs PEG
+61.0%
-120.6%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +1.4% | -8.4% | -7.6% |
| 7D | -9.2% | +4.5% | -13.7% | -11.2% |
| 30D | -1.0% | +7.5% | -8.5% | -4.6% |
| 3M | -42.2% | +0.8% | -43.0% | -42.5% |
| 6M | -38.2% | 0.0% | -38.2% | -38.9% |
| YTD | -46.4% | -3.0% | -43.4% | -46.5% |
| 1Y | -49.4% | -4.7% | -44.6% | -48.9% |
| 3Y | -22.5% | +36.5% | -59.0% | -31.1% |
| 5Y | -29.8% | +44.4% | -74.1% | -39.2% |
| All | -59.6% | +61.0% | -120.6% | -66.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 PEG 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