-10.4%
ACHR vs PTC
-2.9%
-7.5%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -6.0% | +5.2% | +2.9% |
| 7D | -0.7% | -10.3% | +9.6% | +6.1% |
| 30D | +9.8% | +1.1% | +8.7% | +9.1% |
| 3M | -10.5% | +1.6% | -12.1% | -12.4% |
| 6M | -15.5% | -13.5% | -2.1% | -7.1% |
| YTD | -24.1% | -19.1% | -5.0% | -12.6% |
| 1Y | -32.4% | -33.9% | +1.4% | -7.1% |
| All | -10.4% | -2.9% | -7.5% | -28.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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