-51.3%
ACHR vs PTC
+64.3%
-115.6%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.2% | +3.4% | +3.3% |
| 7D | +18.0% | +0.5% | +17.5% | +17.7% |
| 30D | +3.6% | +0.9% | +2.7% | +3.1% |
| 3M | -28.4% | +30.4% | -58.8% | -41.4% |
| 6M | -25.7% | +34.4% | -60.1% | -41.8% |
| YTD | -35.4% | +12.6% | -48.0% | -43.0% |
| 1Y | -45.6% | +10.2% | -55.8% | -51.1% |
| 3Y | -2.2% | +29.4% | -31.6% | -23.9% |
| 5Y | -20.3% | +63.7% | -84.1% | -49.4% |
| All | -51.3% | +64.3% | -115.6% | -68.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling