-44.0%
ACHR vs SPMO
+198.2%
-242.2%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.5% | +1.9% | +1.7% |
| 7D | -2.3% | -0.9% | -1.3% | -1.0% |
| 30D | -11.3% | -1.9% | -9.4% | -9.0% |
| 3M | +5.3% | -1.4% | +6.6% | +5.2% |
| 6M | -13.2% | +25.5% | -38.7% | -38.6% |
| YTD | -25.8% | +24.8% | -50.6% | -47.0% |
| 1Y | -34.3% | +24.5% | -58.8% | -52.2% |
| 3Y | -19.9% | +157.1% | -177.1% | -76.0% |
| 5Y | -42.7% | +149.5% | -192.1% | -82.3% |
| All | -44.0% | +198.2% | -242.2% | -85.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 10y: compounded portfolio wealth divided by compounded SPMO 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…
10y analysis · Full analysis span regression · 6 months rolling