-41.6%
ACHR vs STT
+150.3%
-192.0%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.2% | +3.3% | +3.1% |
| 7D | +4.9% | +2.2% | +2.7% | +3.0% |
| 30D | +4.3% | +3.9% | +0.4% | +0.7% |
| 3M | +1.7% | +19.2% | -17.4% | -12.7% |
| 6M | -6.9% | +60.4% | -67.2% | -38.1% |
| YTD | -22.5% | +51.5% | -73.9% | -45.9% |
| 1Y | -31.5% | +76.3% | -107.8% | -57.7% |
| 3Y | -14.4% | +200.7% | -215.1% | -64.0% |
| 5Y | -41.6% | +157.5% | -199.1% | -74.2% |
| All | -41.6% | +150.3% | -192.0% | -74.2% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 STT 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