-41.7%
ACHR vs PSX
+362.1%
-403.8%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.4% | +2.0% | +2.2% |
| 7D | -2.3% | +1.7% | -4.0% | -2.9% |
| 30D | -11.3% | +15.6% | -26.9% | -16.0% |
| 3M | +5.3% | +46.5% | -41.2% | -8.8% |
| 6M | -13.2% | +55.0% | -68.2% | -27.5% |
| YTD | -25.8% | +105.3% | -131.1% | -45.1% |
| 1Y | -34.3% | +101.6% | -135.9% | -51.3% |
| 3Y | -19.9% | +134.1% | -154.1% | -46.0% |
| All | -41.7% | +362.1% | -403.8% | -64.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling