-30.5%
ACHR vs RACE
+64.4%
-94.9%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +1.4% | -8.3% | -8.0% |
| 7D | -9.2% | -1.2% | -8.0% | -8.2% |
| 30D | -1.0% | +6.1% | -7.1% | -5.7% |
| 3M | -42.2% | -0.3% | -41.9% | -42.2% |
| 6M | -38.2% | +23.4% | -61.6% | -48.1% |
| YTD | -46.4% | +12.5% | -58.9% | -52.5% |
| 1Y | -49.4% | -0.5% | -48.9% | -50.1% |
| 3Y | -22.5% | +23.6% | -46.1% | -46.0% |
| All | -30.5% | +64.4% | -94.9% | -65.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling