-51.3%
ACHR vs RACE
+92.3%
-143.6%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | 0.0% | +3.2% | +3.2% |
| 7D | +18.0% | -3.9% | +21.8% | +21.3% |
| 30D | +3.6% | +6.8% | -3.2% | -1.4% |
| 3M | -28.4% | +1.3% | -29.8% | -29.2% |
| 6M | -25.7% | +26.3% | -52.0% | -37.6% |
| YTD | -35.4% | +13.8% | -49.2% | -42.5% |
| 1Y | -45.6% | -0.5% | -45.2% | -46.3% |
| 3Y | -2.2% | +25.6% | -27.9% | -27.2% |
| 5Y | -20.3% | +67.6% | -87.9% | -58.6% |
| All | -51.3% | +92.3% | -143.6% | -75.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 10y: compounded portfolio wealth divided by compounded RACE 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…
10y analysis · Full analysis span regression · 6 months rolling