-51.8%
ACHR vs RF
+134.2%
-185.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +2.2% | +6.1% | +6.9% |
| 7D | +15.3% | -0.1% | +15.5% | +15.6% |
| 30D | -3.0% | +7.0% | -10.1% | -7.1% |
| 3M | -14.0% | -7.0% | -6.9% | -10.0% |
| 6M | -25.8% | +6.8% | -32.5% | -29.9% |
| YTD | -36.0% | +9.9% | -45.9% | -41.0% |
| 1Y | -41.2% | +21.1% | -62.3% | -49.0% |
| 3Y | -8.6% | +119.6% | -128.2% | -42.3% |
| 5Y | -20.6% | +46.2% | -66.8% | -41.7% |
| All | -51.8% | +134.2% | -185.9% | -65.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RF.
Daily Out/Under-Performance
Portfolio return minus RF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RF 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 10y: compounded portfolio wealth divided by compounded RF 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…
10y analysis · Full analysis span regression · 6 months rolling