-42.7%
ACHR vs S
-56.8%
+14.1%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.4% | -1.3% | -1.0% |
| 7D | -0.7% | -7.7% | +7.0% | +2.4% |
| 30D | +9.8% | -5.3% | +15.1% | +12.1% |
| 3M | -10.5% | +20.3% | -30.8% | -17.0% |
| 6M | -15.5% | +47.4% | -62.9% | -28.7% |
| YTD | -24.1% | +32.5% | -56.6% | -33.7% |
| 1Y | -32.4% | +9.5% | -42.0% | -36.5% |
| 3Y | -11.6% | +15.5% | -27.1% | -21.7% |
| 5Y | -42.9% | -71.2% | +28.3% | -38.6% |
| All | -42.7% | -56.8% | +14.1% | -38.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling