-42.7%
ACHR vs ROIV
+246.2%
-288.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.5% | -2.4% | -1.3% |
| 7D | -0.7% | +0.6% | -1.3% | -0.9% |
| 30D | +9.8% | +1.0% | +8.9% | +9.3% |
| 3M | -10.5% | +18.3% | -28.8% | -14.7% |
| 6M | -15.5% | +18.3% | -33.9% | -19.9% |
| YTD | -24.1% | +61.0% | -85.0% | -34.0% |
| 1Y | -32.4% | +177.9% | -210.3% | -49.2% |
| 3Y | -11.6% | +199.1% | -210.7% | -35.9% |
| 5Y | -42.9% | +250.7% | -293.6% | -61.2% |
| All | -42.7% | +246.2% | -288.9% | -58.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling