-14.4%
ACHR vs PFG
+71.3%
-85.7%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.4% | +3.5% | +3.5% |
| 7D | +4.9% | +6.0% | -1.1% | -1.4% |
| 30D | +4.3% | +2.2% | +2.1% | +1.7% |
| 3M | +1.7% | +10.4% | -8.6% | -9.7% |
| 6M | -6.9% | +27.8% | -34.6% | -30.1% |
| YTD | -22.5% | +33.6% | -56.1% | -44.9% |
| 1Y | -31.5% | +49.3% | -80.8% | -57.1% |
| 3Y | -14.4% | +69.7% | -84.1% | -59.1% |
| All | -14.4% | +71.3% | -85.7% | -59.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 PFG 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