-44.0%
ACHR vs RVMD
+560.0%
-604.0%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.1% | +1.2% | -0.3% |
| 7D | -5.4% | -3.6% | -1.8% | -4.3% |
| 30D | -19.7% | -1.1% | -18.7% | -19.7% |
| 3M | +7.9% | +41.0% | -33.1% | -3.9% |
| 6M | -13.8% | +105.7% | -119.5% | -34.0% |
| YTD | -27.5% | +155.3% | -182.8% | -49.8% |
| 1Y | -33.9% | +402.7% | -436.7% | -64.8% |
| 3Y | -20.0% | +533.1% | -553.1% | -62.6% |
| 5Y | -44.0% | +583.5% | -627.5% | -79.5% |
| All | -44.0% | +560.0% | -604.0% | -79.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 RVMD 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