-56.9%
ACHR vs ROIV
+97.8%
-154.7%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +6.1% | -6.3% | -2.1% |
| 7D | -5.1% | +3.0% | -8.1% | -6.0% |
| 30D | -12.7% | +6.8% | -19.6% | -14.7% |
| 3M | -22.4% | +10.5% | -32.9% | -26.1% |
| 6M | -28.6% | +34.8% | -63.4% | -38.5% |
| YTD | -45.2% | +76.2% | -121.4% | -59.6% |
| 1Y | -56.9% | +92.4% | -149.3% | -70.4% |
| All | -56.9% | +97.8% | -154.7% | -70.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 1y: compounded portfolio wealth divided by compounded ROIV 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…
1y analysis · Full analysis span regression · 6 months rolling