-42.7%
ACHR vs RACE
+89.6%
-132.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.9% | +1.0% | +0.5% |
| 7D | -0.7% | -2.5% | +1.8% | +1.2% |
| 30D | +9.8% | +0.8% | +9.0% | +9.2% |
| 3M | -10.5% | +17.2% | -27.7% | -20.2% |
| 6M | -15.5% | +13.6% | -29.1% | -23.4% |
| YTD | -24.1% | +12.2% | -36.3% | -31.7% |
| 1Y | -32.4% | -16.3% | -16.2% | -25.3% |
| 3Y | -11.6% | +36.4% | -48.0% | -39.1% |
| 5Y | -42.9% | +95.0% | -137.9% | -70.3% |
| All | -42.7% | +89.6% | -132.4% | -71.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling