-40.4%
ACHR vs RVTY
-32.5%
-7.9%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.4% | +4.5% | +3.4% |
| 7D | +4.9% | +0.4% | +4.5% | +4.6% |
| 30D | +4.3% | +10.8% | -6.5% | -1.7% |
| 3M | +1.7% | +26.8% | -25.0% | -12.8% |
| 6M | -6.9% | +39.3% | -46.2% | -24.6% |
| YTD | -22.5% | +31.6% | -54.1% | -35.5% |
| 1Y | -31.5% | +47.7% | -79.2% | -46.9% |
| 3Y | -14.4% | +19.9% | -34.3% | -28.2% |
| All | -40.4% | -32.5% | -7.9% | -36.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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