-21.1%
ACHR vs STZ
-49.9%
+28.8%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +0.5% | -6.1% | -5.9% |
| 7D | -2.7% | -6.0% | +3.4% | 0.0% |
| 30D | -12.1% | -8.9% | -3.3% | -8.5% |
| 3M | +3.4% | -12.6% | +15.9% | +8.9% |
| 6M | -15.6% | -17.2% | +1.6% | -9.8% |
| YTD | -26.9% | -10.0% | -16.8% | -27.5% |
| 1Y | -34.8% | -14.3% | -20.5% | -33.4% |
| All | -21.1% | -49.9% | +28.8% | +17.6% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 STZ 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