-27.7%
ACHR vs PR
+225.0%
-252.7%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | +1.9% | +12.8% | +14.1% |
| 7D | +5.7% | -16.4% | +22.1% | +11.5% |
| 30D | -4.9% | -1.9% | -3.0% | -4.7% |
| 3M | -15.1% | +8.0% | -23.1% | -17.6% |
| 6M | -30.7% | +4.1% | -34.8% | -32.7% |
| YTD | -41.0% | +58.7% | -99.7% | -50.9% |
| 1Y | -50.0% | +75.8% | -125.8% | -60.0% |
| 3Y | -17.0% | +73.2% | -90.2% | -34.5% |
| All | -27.7% | +225.0% | -252.7% | -54.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PR.
Daily Out/Under-Performance
Portfolio return minus PR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PR 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 PR 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