-43.8%
ACHR vs RGEN
-44.3%
+0.5%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -2.1% | -3.6% | -4.8% |
| 7D | -2.7% | -4.6% | +1.9% | -0.7% |
| 30D | -12.1% | +1.2% | -13.3% | -12.6% |
| 3M | +3.4% | +26.8% | -23.5% | -7.7% |
| 6M | -15.6% | +29.1% | -44.7% | -26.0% |
| YTD | -26.9% | +0.7% | -27.6% | -28.5% |
| 1Y | -34.8% | +39.1% | -73.8% | -44.8% |
| 3Y | -19.2% | +2.2% | -21.5% | -25.9% |
| 5Y | -43.8% | -44.0% | +0.2% | -40.3% |
| All | -43.8% | -44.3% | +0.5% | -40.3% |
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