-44.0%
ACHR vs SYY
+20.0%
-64.0%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.9% | -1.8% | -1.3% |
| 7D | -5.4% | +1.5% | -6.9% | -6.0% |
| 30D | -19.7% | -2.3% | -17.4% | -19.1% |
| 3M | +7.9% | +5.5% | +2.4% | +4.4% |
| 6M | -13.8% | -1.0% | -12.8% | -14.8% |
| YTD | -27.5% | +14.1% | -41.6% | -33.6% |
| 1Y | -33.9% | +5.6% | -39.5% | -37.2% |
| 3Y | -20.0% | +27.9% | -47.9% | -33.3% |
| 5Y | -44.0% | +22.7% | -66.7% | -53.8% |
| All | -44.0% | +20.0% | -64.0% | -53.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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