-24.6%
ACHR vs PPL
+45.5%
-70.1%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.9% | -0.5% | -10.4% | -10.7% |
| 7D | +11.9% | -2.2% | +14.1% | +12.9% |
| 30D | -2.5% | +1.7% | -4.2% | -3.4% |
| 3M | -31.2% | +0.1% | -31.3% | -31.4% |
| 6M | -32.2% | -1.5% | -30.7% | -32.4% |
| YTD | -42.4% | +3.0% | -45.4% | -44.6% |
| 1Y | -49.9% | -1.4% | -48.5% | -50.6% |
| 3Y | -12.9% | +53.5% | -66.3% | -35.8% |
| 5Y | -24.6% | +46.4% | -71.0% | -44.1% |
| All | -24.6% | +45.5% | -70.1% | -44.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PPL.
Daily Out/Under-Performance
Portfolio return minus PPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PPL 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 PPL 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