-20.3%
ACHR vs PL
+38.8%
-59.1%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.5% | +2.7% | +3.0% |
| 7D | +18.0% | +13.4% | +4.6% | +12.7% |
| 30D | +3.6% | -10.2% | +13.8% | +7.8% |
| 3M | -28.4% | -39.5% | +11.1% | -14.8% |
| 6M | -25.7% | -65.7% | +40.0% | +6.0% |
| YTD | -35.4% | -27.3% | -8.1% | -34.0% |
| 1Y | -45.6% | +15.0% | -60.6% | -54.5% |
| 3Y | -2.2% | +560.8% | -563.0% | -67.8% |
| 5Y | -20.3% | +38.4% | -58.7% | -59.1% |
| All | -20.3% | +38.8% | -59.1% | -59.1% |
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