-44.0%
ACHR vs RRX
+51.9%
-95.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +3.7% | -1.3% | +0.4% |
| 7D | -2.3% | -0.3% | -1.9% | -2.0% |
| 30D | -11.3% | -6.1% | -5.2% | -8.3% |
| 3M | +5.3% | -23.1% | +28.3% | +18.6% |
| 6M | -13.2% | -19.5% | +6.3% | -6.3% |
| YTD | -25.8% | +16.1% | -41.9% | -36.5% |
| 1Y | -34.3% | +12.9% | -47.2% | -43.0% |
| 3Y | -19.9% | +7.9% | -27.9% | -30.4% |
| 5Y | -42.7% | +19.1% | -61.8% | -52.6% |
| All | -44.0% | +51.9% | -95.9% | -53.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 10y: compounded portfolio wealth divided by compounded RRX 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…
10y analysis · Full analysis span regression · 6 months rolling