-22.5%
ACHR vs RMD
+69.3%
-91.8%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +0.3% | -7.2% | -7.0% |
| 7D | -9.2% | +2.1% | -11.3% | -9.9% |
| 30D | -1.0% | +2.1% | -3.1% | -2.0% |
| 3M | -42.2% | +6.2% | -48.4% | -43.7% |
| 6M | -38.2% | +19.4% | -57.6% | -42.9% |
| YTD | -46.4% | +0.5% | -46.9% | -46.8% |
| 1Y | -49.4% | -3.9% | -45.4% | -48.8% |
| 3Y | -22.5% | +72.5% | -95.0% | -52.5% |
| All | -22.5% | +69.3% | -91.8% | -52.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling