-45.3%
ACHR vs SAN
+447.6%
-492.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.7% |
| 7D | -5.4% | -2.8% | -2.6% | -3.8% |
| 30D | -19.7% | -0.5% | -19.2% | -19.5% |
| 3M | +7.9% | +22.7% | -14.8% | -4.2% |
| 6M | -13.8% | +28.8% | -42.6% | -25.6% |
| YTD | -27.5% | +26.3% | -53.8% | -37.2% |
| 1Y | -33.9% | +48.8% | -82.8% | -48.0% |
| 3Y | -20.0% | +347.2% | -367.2% | -65.3% |
| 5Y | -44.0% | +383.8% | -427.8% | -77.6% |
| All | -45.3% | +447.6% | -492.9% | -78.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SAN.
Daily Out/Under-Performance
Portfolio return minus SAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SAN 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 SAN 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