-27.7%
ACHR vs RACE
+65.0%
-92.7%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | -1.5% | +16.2% | +15.9% |
| 7D | +5.7% | +5.1% | +0.6% | +1.3% |
| 30D | -4.9% | +7.7% | -12.6% | -10.6% |
| 3M | -15.1% | +2.2% | -17.3% | -16.7% |
| 6M | -30.7% | +23.8% | -54.5% | -42.1% |
| YTD | -41.0% | +13.9% | -54.9% | -48.3% |
| 1Y | -50.0% | +3.8% | -53.8% | -52.5% |
| 3Y | -17.0% | +28.0% | -45.0% | -44.4% |
| All | -27.7% | +65.0% | -92.7% | -63.7% |
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 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