-17.0%
ACHR vs RBA
+42.3%
-59.3%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | -1.3% | +16.1% | +15.4% |
| 7D | +5.7% | +4.3% | +1.4% | +3.1% |
| 30D | -4.9% | +16.3% | -21.2% | -13.0% |
| 3M | -15.1% | +1.3% | -16.4% | -16.3% |
| 6M | -30.7% | -11.1% | -19.7% | -28.1% |
| YTD | -41.0% | -8.5% | -32.5% | -40.7% |
| 1Y | -50.0% | -2.1% | -47.9% | -52.3% |
| 3Y | -17.0% | +44.6% | -61.6% | -32.6% |
| All | -17.0% | +42.3% | -59.3% | -32.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 3y: compounded portfolio wealth divided by compounded RBA 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…
3y analysis · Full analysis span regression · 6 months rolling