-22.5%
ACHR vs ROIV
+357.5%
-380.0%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -1.2% | -5.8% | -6.4% |
| 7D | -9.2% | +1.7% | -10.9% | -9.6% |
| 30D | -1.0% | +17.6% | -18.6% | -7.6% |
| 3M | -42.2% | +9.0% | -51.1% | -44.9% |
| 6M | -38.2% | +35.3% | -73.5% | -48.2% |
| YTD | -46.4% | +82.2% | -128.6% | -62.3% |
| 1Y | -49.4% | +92.3% | -141.6% | -65.6% |
| 3Y | -22.5% | +336.8% | -359.3% | -68.8% |
| All | -22.5% | +357.5% | -380.0% | -68.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling