-21.1%
ACHR vs RMD
+51.0%
-72.1%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.5% | -5.2% | -5.5% |
| 7D | -2.7% | -4.7% | +2.1% | -0.8% |
| 30D | -12.1% | +0.2% | -12.4% | -12.2% |
| 3M | +3.4% | +12.0% | -8.6% | -1.7% |
| 6M | -15.6% | -12.5% | -3.1% | -10.9% |
| YTD | -26.9% | -7.9% | -18.9% | -24.6% |
| 1Y | -34.8% | -20.4% | -14.4% | -28.3% |
| All | -21.1% | +51.0% | -72.1% | -40.7% |
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 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