-41.6%
ACHR vs S
-72.3%
+30.7%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.3% | +4.4% | +3.0% |
| 7D | +4.9% | -5.8% | +10.7% | +7.4% |
| 30D | +4.3% | -9.2% | +13.5% | +8.4% |
| 3M | +1.7% | +23.4% | -21.6% | -7.2% |
| 6M | -6.9% | +36.9% | -43.8% | -19.7% |
| YTD | -22.5% | +29.5% | -52.0% | -32.2% |
| 1Y | -31.5% | +5.4% | -36.9% | -34.9% |
| 3Y | -14.4% | +14.7% | -29.1% | -24.8% |
| 5Y | -41.6% | -71.5% | +29.9% | -34.8% |
| All | -41.6% | -72.3% | +30.7% | -34.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling