-15.3%
ACHR vs RGEN
-35.6%
+20.3%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.8% | +4.0% | +3.5% |
| 7D | +18.0% | -3.1% | +21.1% | +19.8% |
| 30D | +3.6% | +0.1% | +3.6% | +3.6% |
| 3M | -28.4% | +4.8% | -33.2% | -30.4% |
| 6M | -25.7% | +48.9% | -74.6% | -38.7% |
| YTD | -35.4% | +5.3% | -40.7% | -38.5% |
| 1Y | -45.6% | +12.5% | -58.1% | -49.7% |
| 3Y | -2.2% | +17.0% | -19.2% | -15.3% |
| All | -15.3% | -35.6% | +20.3% | -24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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