-42.7%
ACHR vs RF
+146.3%
-189.0%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.8% | -0.8% |
| 7D | -0.7% | +1.3% | -2.0% | -1.5% |
| 30D | +9.8% | -3.6% | +13.4% | +12.3% |
| 3M | -10.5% | +8.1% | -18.6% | -15.7% |
| 6M | -15.5% | +11.5% | -27.0% | -22.4% |
| YTD | -24.1% | +15.6% | -39.6% | -32.1% |
| 1Y | -32.4% | +15.7% | -48.1% | -39.6% |
| 3Y | -11.6% | +86.9% | -98.5% | -40.3% |
| 5Y | -42.9% | +89.8% | -132.7% | -59.8% |
| All | -42.7% | +146.3% | -189.0% | -60.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling