-41.5%
ACHR vs SPMO
+202.5%
-244.0%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.5% | +1.6% | +1.4% |
| 7D | +4.9% | +3.4% | +1.5% | +0.1% |
| 30D | +4.3% | +0.5% | +3.8% | +3.0% |
| 3M | +1.7% | +1.9% | -0.2% | -2.9% |
| 6M | -6.9% | +27.8% | -34.7% | -35.8% |
| YTD | -22.5% | +26.7% | -49.1% | -45.7% |
| 1Y | -31.5% | +28.9% | -60.4% | -52.6% |
| 3Y | -14.4% | +160.7% | -175.1% | -74.8% |
| 5Y | -41.6% | +150.2% | -191.8% | -82.2% |
| All | -41.5% | +202.5% | -244.0% | -84.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling