-43.8%
ACHR vs SMTC
+116.8%
-160.6%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +0.8% | -6.5% | -6.0% |
| 7D | -2.7% | +22.5% | -25.1% | -9.9% |
| 30D | -12.1% | +24.9% | -37.0% | -21.0% |
| 3M | +3.4% | +4.1% | -0.7% | -2.7% |
| 6M | -15.6% | +92.6% | -108.2% | -39.2% |
| YTD | -26.9% | +122.5% | -149.3% | -50.5% |
| 1Y | -34.8% | +166.2% | -201.0% | -59.7% |
| 3Y | -19.2% | +577.2% | -596.4% | -73.0% |
| 5Y | -43.8% | +119.0% | -162.7% | -64.2% |
| All | -43.8% | +116.8% | -160.6% | -64.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 5y: compounded portfolio wealth divided by compounded SMTC 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…
5y analysis · Full analysis span regression · 6 months rolling