-27.7%
ACHR vs RBA
+37.7%
-65.4%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | -1.3% | +16.1% | +15.5% |
| 7D | +5.7% | +4.3% | +1.4% | +3.1% |
| 30D | -4.9% | +16.3% | -21.2% | -13.1% |
| 3M | -15.1% | +1.3% | -16.4% | -16.4% |
| 6M | -30.7% | -11.1% | -19.7% | -28.0% |
| YTD | -41.0% | -8.5% | -32.5% | -40.2% |
| 1Y | -50.0% | -2.1% | -47.9% | -51.6% |
| 3Y | -17.0% | +44.6% | -61.6% | -34.3% |
| All | -27.7% | +37.7% | -65.4% | -43.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling