-31.5%
ACHR vs ROIV
+221.6%
-253.0%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +18.8% | -16.7% | -3.9% |
| 7D | +4.9% | +20.2% | -15.3% | -1.8% |
| 30D | +4.3% | +14.1% | -9.9% | -0.7% |
| 3M | +1.7% | +45.6% | -43.8% | -12.1% |
| 6M | -6.9% | +44.1% | -51.0% | -20.2% |
| YTD | -22.5% | +91.2% | -113.6% | -42.2% |
| 1Y | -31.5% | +221.3% | -252.8% | -43.5% |
| All | -31.5% | +221.6% | -253.0% | -43.5% |
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