-10.4%
ACHR vs SIMO
+432.2%
-442.5%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +8.7% | -9.6% | -3.2% |
| 7D | -0.7% | +4.2% | -4.9% | -1.9% |
| 30D | +9.8% | +4.1% | +5.7% | +6.7% |
| 3M | -10.5% | -12.9% | +2.4% | -9.8% |
| 6M | -15.5% | +110.3% | -125.9% | -41.8% |
| YTD | -24.1% | +178.6% | -202.6% | -57.4% |
| 1Y | -32.4% | +220.0% | -252.4% | -65.4% |
| All | -10.4% | +432.2% | -442.5% | -73.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling