-9.8%
ACHR vs RF
+86.8%
-96.6%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.8% | -0.8% |
| 7D | -0.7% | +1.3% | -2.0% | -1.8% |
| 30D | +9.8% | -3.6% | +13.4% | +13.2% |
| 3M | -10.5% | +8.1% | -18.6% | -17.8% |
| 6M | -15.5% | +11.5% | -27.0% | -25.2% |
| YTD | -24.1% | +15.6% | -39.6% | -35.7% |
| 1Y | -32.4% | +15.7% | -48.1% | -42.9% |
| All | -9.8% | +86.8% | -96.6% | -54.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling