-27.7%
ACHR vs PL
+20.8%
-48.5%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | +10.4% | +4.4% | +10.9% |
| 7D | +5.7% | -6.8% | +12.5% | +8.5% |
| 30D | -4.9% | -29.3% | +24.4% | +8.1% |
| 3M | -15.1% | -44.8% | +29.7% | +4.6% |
| 6M | -30.7% | -68.4% | +37.6% | +1.4% |
| YTD | -41.0% | -36.4% | -4.6% | -36.6% |
| 1Y | -50.0% | +0.7% | -50.7% | -56.2% |
| 3Y | -17.0% | +455.3% | -472.3% | -70.8% |
| All | -27.7% | +20.8% | -48.5% | -60.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 5y: compounded portfolio wealth divided by compounded PL 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…
5y analysis · Full analysis span regression · 6 months rolling