-59.6%
ACHR vs RMD
+18.0%
-77.6%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +0.3% | -7.2% | -7.0% |
| 7D | -9.2% | +2.1% | -11.3% | -10.1% |
| 30D | -1.0% | +2.1% | -3.1% | -2.3% |
| 3M | -42.2% | +6.2% | -48.4% | -44.1% |
| 6M | -38.2% | +19.4% | -57.6% | -44.0% |
| YTD | -46.4% | +0.5% | -46.9% | -47.4% |
| 1Y | -49.4% | -3.9% | -45.4% | -49.2% |
| 3Y | -22.5% | +72.5% | -95.0% | -44.1% |
| 5Y | -29.8% | -1.5% | -28.3% | -35.8% |
| All | -59.6% | +18.0% | -77.6% | -65.7% |
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