-59.5%
ACHR vs S
-51.7%
-7.8%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.4% | -6.5% | -6.8% |
| 7D | -9.2% | +2.0% | -11.2% | -9.7% |
| 30D | -1.0% | -2.7% | +1.7% | +0.1% |
| 3M | -42.2% | -6.9% | -35.3% | -41.2% |
| 6M | -38.2% | +38.1% | -76.2% | -46.4% |
| YTD | -46.4% | +48.0% | -94.4% | -55.5% |
| 1Y | -49.4% | +34.5% | -83.8% | -56.4% |
| 3Y | -22.5% | +38.3% | -60.8% | -36.4% |
| 5Y | -29.8% | -70.9% | +41.1% | -27.6% |
| All | -59.5% | -51.7% | -7.8% | -58.5% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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