-56.6%
ACHR vs PH
+277.4%
-333.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.9% | -1.5% | -9.4% | -9.7% |
| 7D | +11.9% | +7.4% | +4.5% | +6.4% |
| 30D | -2.5% | +0.5% | -3.0% | -2.9% |
| 3M | -31.2% | -10.2% | -20.9% | -25.3% |
| 6M | -32.2% | +8.9% | -41.2% | -37.6% |
| YTD | -42.4% | +9.7% | -52.1% | -47.8% |
| 1Y | -49.9% | +12.8% | -62.8% | -55.6% |
| 3Y | -12.9% | +134.6% | -147.5% | -55.7% |
| 5Y | -24.6% | +204.5% | -229.1% | -70.4% |
| All | -56.6% | +277.4% | -333.9% | -82.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 10y: compounded portfolio wealth divided by compounded PH 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…
10y analysis · Full analysis span regression · 6 months rolling