-44.0%
ACHR vs RSG
+148.1%
-192.2%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.8% | +1.6% | +2.3% |
| 7D | -2.3% | 0.0% | -2.3% | -2.3% |
| 30D | -11.3% | +4.0% | -15.2% | -11.8% |
| 3M | +5.3% | +7.4% | -2.1% | +3.7% |
| 6M | -13.2% | +0.1% | -13.3% | -13.1% |
| YTD | -25.8% | +6.0% | -31.8% | -27.1% |
| 1Y | -34.3% | -3.0% | -31.3% | -33.7% |
| 3Y | -19.9% | +56.5% | -76.4% | -30.1% |
| 5Y | -42.7% | +90.9% | -133.6% | -52.3% |
| All | -44.0% | +148.1% | -192.2% | -55.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 RSG 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