-42.7%
ACHR vs RY
+211.7%
-254.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | 0.0% |
| 7D | -0.7% | +3.1% | -3.8% | -4.5% |
| 30D | +9.8% | -0.3% | +10.1% | +9.8% |
| 3M | -10.5% | +8.7% | -19.2% | -20.8% |
| 6M | -15.5% | +28.5% | -44.1% | -40.4% |
| YTD | -24.1% | +25.1% | -49.2% | -44.4% |
| 1Y | -32.4% | +46.3% | -78.7% | -59.4% |
| 3Y | -11.6% | +154.9% | -166.5% | -71.5% |
| 5Y | -42.9% | +140.3% | -183.2% | -80.3% |
| All | -42.7% | +211.7% | -254.4% | -82.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling