-6.5%
ACHR vs PFG
+84.5%
-91.0%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.1% | +4.3% | +4.2% |
| 7D | +18.0% | -2.2% | +20.2% | +20.4% |
| 30D | +3.6% | +6.4% | -2.7% | -2.3% |
| 3M | -28.4% | +2.2% | -30.7% | -30.5% |
| 6M | -25.7% | +16.3% | -42.0% | -38.2% |
| YTD | -35.4% | +33.2% | -68.6% | -53.8% |
| 1Y | -45.6% | +40.6% | -86.2% | -63.4% |
| All | -6.5% | +84.5% | -91.0% | -67.6% |
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