-30.5%
ACHR vs RY
+123.4%
-153.9%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.2% | -6.8% | -6.7% |
| 7D | -9.2% | +0.6% | -9.8% | -9.7% |
| 30D | -1.0% | +5.0% | -6.0% | -7.5% |
| 3M | -42.2% | -5.3% | -36.9% | -38.1% |
| 6M | -38.2% | +13.8% | -52.0% | -49.9% |
| YTD | -46.4% | +21.0% | -67.4% | -60.1% |
| 1Y | -49.4% | +40.5% | -89.9% | -69.6% |
| 3Y | -22.5% | +159.7% | -182.2% | -78.3% |
| All | -30.5% | +123.4% | -153.9% | -76.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling