-41.6%
ACHR vs REPL
-53.9%
+12.3%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | REPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.8% | +3.9% | +2.3% |
| 7D | +4.9% | -5.7% | +10.6% | +5.4% |
| 30D | +4.3% | +22.5% | -18.2% | +2.3% |
| 3M | +1.7% | +64.7% | -62.9% | -6.4% |
| 6M | -6.9% | +83.0% | -89.9% | -23.1% |
| YTD | -22.5% | +52.0% | -74.4% | -35.0% |
| 1Y | -31.5% | +144.5% | -176.0% | -48.9% |
| 3Y | -14.4% | -25.1% | +10.7% | -38.2% |
| 5Y | -41.6% | -52.9% | +11.2% | -57.7% |
| All | -41.6% | -53.9% | +12.3% | -57.7% |
Cumulative growth
Daily Returns
Daily percentage return beside REPL.
Daily Out/Under-Performance
Portfolio return minus REPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × REPL 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 REPL 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