-21.1%
ACHR vs PSX
+134.3%
-155.3%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +0.6% | -6.3% | -5.9% |
| 7D | -2.7% | +1.8% | -4.5% | -3.3% |
| 30D | -12.1% | +21.6% | -33.8% | -18.3% |
| 3M | +3.4% | +46.5% | -43.1% | -10.3% |
| 6M | -15.6% | +62.0% | -77.6% | -31.0% |
| YTD | -26.9% | +106.3% | -133.2% | -47.0% |
| 1Y | -34.8% | +103.0% | -137.7% | -52.7% |
| All | -21.1% | +134.3% | -155.3% | -51.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 3y: compounded portfolio wealth divided by compounded PSX 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…
3y analysis · Full analysis span regression · 6 months rolling