-56.9%
ACHR vs SCHG
+5.5%
-62.4%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.5% | -3.0% |
| 7D | -5.1% | -2.5% | -2.5% | +0.3% |
| 30D | -12.7% | -5.4% | -7.3% | -1.0% |
| 3M | -22.4% | -2.2% | -20.3% | -18.4% |
| 6M | -28.6% | +5.2% | -33.8% | -34.3% |
| YTD | -45.2% | +6.8% | -52.0% | -50.7% |
| 1Y | -56.9% | +5.9% | -62.8% | -60.1% |
| All | -56.9% | +5.5% | -62.4% | -60.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHG.
Daily Out/Under-Performance
Portfolio return minus SCHG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHG 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 1y: compounded portfolio wealth divided by compounded SCHG 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…
1y analysis · Full analysis span regression · 6 months rolling