-15.1%
ACHR vs SIMO
-33.5%
+18.4%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3mo.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | +4.2% | +10.6% | +14.3% |
| 7D | +5.7% | -22.0% | +27.7% | +6.9% |
| 30D | -4.9% | -43.0% | +38.1% | -6.7% |
| 3M | -15.1% | -39.1% | +24.0% | -14.3% |
| All | -15.1% | -33.5% | +18.4% | -14.3% |
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 3mo: 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…
3mo analysis · Full analysis span regression · Available span rolling