-43.8%
ACHR vs RMD
-22.9%
-20.8%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.5% | -5.2% | -5.4% |
| 7D | -2.7% | -4.7% | +2.1% | -0.5% |
| 30D | -12.1% | +0.2% | -12.4% | -12.3% |
| 3M | +3.4% | +12.0% | -8.6% | -2.8% |
| 6M | -15.6% | -12.5% | -3.1% | -10.6% |
| YTD | -26.9% | -7.9% | -18.9% | -24.8% |
| 1Y | -34.8% | -20.4% | -14.4% | -27.8% |
| 3Y | -19.2% | +53.1% | -72.4% | -39.5% |
| 5Y | -43.8% | -22.1% | -21.6% | -42.1% |
| All | -43.8% | -22.9% | -20.8% | -42.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling