-41.5%
ACHR vs SIRI
-45.2%
+3.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.7% | +2.8% | +2.4% |
| 7D | +4.9% | +4.3% | +0.6% | +3.1% |
| 30D | +4.3% | -2.8% | +7.1% | +5.1% |
| 3M | +1.7% | +5.9% | -4.2% | -1.4% |
| 6M | -6.9% | +31.9% | -38.8% | -17.1% |
| YTD | -22.5% | +48.7% | -71.1% | -34.8% |
| 1Y | -31.5% | +23.2% | -54.7% | -38.2% |
| 3Y | -14.4% | -23.9% | +9.5% | -12.7% |
| 5Y | -41.6% | -43.4% | +1.8% | -34.8% |
| All | -41.5% | -45.2% | +3.7% | -35.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 all: compounded portfolio wealth divided by compounded SIRI 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…
all analysis · Full analysis span regression · 6 months rolling