-49.9%
ACHR vs SIMO
+92.3%
-142.2%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.9% | -2.3% | -8.6% | -10.6% |
| 7D | +11.9% | +14.9% | -3.0% | +10.1% |
| 30D | -2.5% | -27.0% | +24.5% | +0.3% |
| 3M | -31.2% | -25.4% | -5.8% | -29.6% |
| 6M | -32.2% | -30.3% | -2.0% | -30.6% |
| YTD | -42.4% | +95.8% | -138.2% | -52.7% |
| 1Y | -49.9% | +100.0% | -150.0% | -60.1% |
| All | -49.9% | +92.3% | -142.2% | -60.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 SIMO 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