-41.5%
ACHR vs RY
+209.3%
-250.8%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.8% | +2.9% | +3.1% |
| 7D | +4.9% | +2.7% | +2.1% | +1.3% |
| 30D | +4.3% | -1.0% | +5.3% | +5.2% |
| 3M | +1.7% | +7.6% | -5.9% | -9.0% |
| 6M | -6.9% | +29.5% | -36.3% | -35.0% |
| YTD | -22.5% | +24.2% | -46.6% | -42.7% |
| 1Y | -31.5% | +46.4% | -77.9% | -58.9% |
| 3Y | -14.4% | +159.4% | -173.8% | -72.8% |
| 5Y | -41.6% | +141.8% | -183.5% | -79.7% |
| All | -41.5% | +209.3% | -250.8% | -81.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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