-27.7%
ACHR vs REPL
-35.6%
+7.9%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | REPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | +8.0% | +6.7% | +14.0% |
| 7D | +5.7% | +22.8% | -17.1% | +3.9% |
| 30D | -4.9% | +63.8% | -68.7% | -9.0% |
| 3M | -15.1% | +68.1% | -83.2% | -19.1% |
| 6M | -30.7% | +528.5% | -559.2% | -46.2% |
| YTD | -41.0% | +122.4% | -163.4% | -52.0% |
| 1Y | -50.0% | +154.4% | -204.4% | -60.0% |
| 3Y | -17.0% | +68.0% | -85.0% | -50.5% |
| All | -27.7% | -35.6% | +7.9% | -47.1% |
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