-8.6%
ACHR vs PTC
+30.6%
-39.1%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +0.4% | +7.9% | +8.2% |
| 7D | +15.3% | +0.8% | +14.5% | +15.0% |
| 30D | -3.0% | +0.7% | -3.8% | -3.3% |
| 3M | -14.0% | +32.6% | -46.6% | -25.0% |
| 6M | -25.8% | +33.6% | -59.3% | -36.2% |
| YTD | -36.0% | +12.4% | -48.5% | -37.8% |
| 1Y | -41.2% | +11.2% | -52.4% | -42.1% |
| 3Y | -8.6% | +31.7% | -40.2% | -34.1% |
| All | -8.6% | +30.6% | -39.1% | -34.1% |
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