-41.5%
ACHR vs RVMD
+379.8%
-421.3%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.3% | +3.4% | +2.5% |
| 7D | +4.9% | -1.2% | +6.1% | +5.2% |
| 30D | +4.3% | +1.1% | +3.2% | +3.8% |
| 3M | +1.7% | +39.6% | -37.9% | -8.0% |
| 6M | -6.9% | +110.7% | -117.6% | -27.0% |
| YTD | -22.5% | +160.3% | -182.8% | -44.3% |
| 1Y | -31.5% | +404.9% | -436.4% | -60.5% |
| 3Y | -14.4% | +545.5% | -559.8% | -55.9% |
| 5Y | -41.6% | +584.7% | -626.3% | -74.7% |
| All | -41.5% | +379.8% | -421.3% | -75.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling