-6.5%
ACHR vs SM
-8.5%
+2.0%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +5.6% | -2.4% | +2.1% |
| 7D | +18.0% | +0.3% | +17.6% | +17.9% |
| 30D | +3.6% | -17.3% | +21.0% | +6.9% |
| 3M | -28.4% | -3.6% | -24.8% | -29.0% |
| 6M | -25.7% | +2.9% | -28.6% | -28.5% |
| YTD | -35.4% | +70.2% | -105.6% | -50.0% |
| 1Y | -45.6% | +66.5% | -112.1% | -57.8% |
| All | -6.5% | -8.5% | +2.0% | -21.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SM.
Daily Out/Under-Performance
Portfolio return minus SM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SM 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 SM 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