-27.7%
ACHR vs ROIV
+378.2%
-405.9%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | +6.2% | +8.6% | +13.0% |
| 7D | +5.7% | +5.3% | +0.4% | +4.3% |
| 30D | -4.9% | +11.9% | -16.8% | -7.7% |
| 3M | -15.1% | +10.7% | -25.8% | -18.1% |
| 6M | -30.7% | +34.9% | -65.6% | -37.3% |
| YTD | -41.0% | +79.2% | -120.1% | -50.7% |
| 1Y | -50.0% | +89.0% | -139.0% | -58.9% |
| 3Y | -17.0% | +337.3% | -354.4% | -45.1% |
| All | -27.7% | +378.2% | -405.9% | -58.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling