-41.7%
ACHR vs PNC
+51.4%
-93.1%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.5% | +1.9% | +1.9% |
| 7D | -2.3% | -0.6% | -1.7% | -1.8% |
| 30D | -11.3% | -4.4% | -6.9% | -7.9% |
| 3M | +5.3% | +5.2% | 0.0% | -0.2% |
| 6M | -13.2% | +20.6% | -33.9% | -27.8% |
| YTD | -25.8% | +19.8% | -45.6% | -38.3% |
| 1Y | -34.3% | +24.4% | -58.7% | -47.3% |
| 3Y | -19.9% | +131.2% | -151.2% | -60.4% |
| All | -41.7% | +51.4% | -93.1% | -61.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 PNC 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