-44.0%
ACHR vs RMD
+7.2%
-51.3%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.6% | +3.0% | +2.7% |
| 7D | -2.3% | -4.4% | +2.1% | -0.3% |
| 30D | -11.3% | -3.1% | -8.1% | -10.1% |
| 3M | +5.3% | +13.8% | -8.5% | -1.5% |
| 6M | -13.2% | -8.6% | -4.6% | -10.2% |
| YTD | -25.8% | -8.6% | -17.2% | -23.5% |
| 1Y | -34.3% | -19.7% | -14.6% | -27.9% |
| 3Y | -19.9% | +48.4% | -68.3% | -37.6% |
| 5Y | -42.7% | -22.7% | -19.9% | -42.5% |
| All | -44.0% | +7.2% | -51.3% | -50.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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