-34.8%
ACHR vs PH
+26.6%
-61.4%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.7% | -5.0% | -5.4% |
| 7D | -2.7% | 0.0% | -2.7% | -2.6% |
| 30D | -12.1% | -10.3% | -1.9% | -8.3% |
| 3M | +3.4% | +5.1% | -1.7% | -0.1% |
| 6M | -15.6% | +2.3% | -17.9% | -18.4% |
| YTD | -26.9% | +8.7% | -35.5% | -30.8% |
| 1Y | -34.8% | +26.8% | -61.5% | -41.6% |
| All | -34.8% | +26.6% | -61.4% | -41.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling