-42.7%
ACHR vs RMD
+12.2%
-54.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.7% |
| 7D | -0.7% | -5.0% | +4.3% | +1.7% |
| 30D | +9.8% | +2.2% | +7.6% | +8.6% |
| 3M | -10.5% | +17.8% | -28.4% | -17.7% |
| 6M | -15.5% | -11.3% | -4.2% | -11.2% |
| YTD | -24.1% | -4.4% | -19.6% | -23.3% |
| 1Y | -32.4% | -15.7% | -16.7% | -27.4% |
| 3Y | -11.6% | +47.7% | -59.4% | -30.8% |
| 5Y | -42.9% | -19.2% | -23.7% | -43.8% |
| All | -42.7% | +12.2% | -54.9% | -50.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling