-14.4%
ACHR vs PH
+141.1%
-155.5%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.7% | +2.8% | +2.7% |
| 7D | +4.9% | +0.4% | +4.5% | +4.5% |
| 30D | +4.3% | -10.8% | +15.1% | +14.5% |
| 3M | +1.7% | +8.5% | -6.7% | -6.7% |
| 6M | -6.9% | +3.9% | -10.8% | -12.8% |
| YTD | -22.5% | +9.4% | -31.9% | -30.9% |
| 1Y | -31.5% | +26.8% | -58.3% | -47.6% |
| 3Y | -14.4% | +140.8% | -155.2% | -65.4% |
| All | -14.4% | +141.1% | -155.5% | -65.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling