-44.0%
ACHR vs PNR
+15.4%
-59.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.3% | +2.6% | +2.6% |
| 7D | -2.3% | -6.0% | +3.8% | +2.2% |
| 30D | -11.3% | -14.0% | +2.7% | -0.8% |
| 3M | +5.3% | -21.7% | +27.0% | +22.6% |
| 6M | -13.2% | -37.3% | +24.1% | +19.1% |
| YTD | -25.8% | -45.1% | +19.3% | +12.3% |
| 1Y | -34.3% | -49.1% | +14.9% | +6.2% |
| 3Y | -19.9% | -14.8% | -5.1% | -13.5% |
| 5Y | -42.7% | -21.0% | -21.6% | -45.2% |
| All | -44.0% | +15.4% | -59.4% | -54.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PNR.
Daily Out/Under-Performance
Portfolio return minus PNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNR 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 10y: compounded portfolio wealth divided by compounded PNR 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…
10y analysis · Full analysis span regression · 6 months rolling