-41.6%
ACHR vs TAP
0.0%
-41.6%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -4.1% | +6.2% | +3.2% |
| 7D | +4.9% | -2.3% | +7.2% | +5.5% |
| 30D | +4.3% | -9.4% | +13.7% | +6.9% |
| 3M | +1.7% | -0.8% | +2.5% | +1.2% |
| 6M | -6.9% | -14.7% | +7.9% | -3.1% |
| YTD | -22.5% | -13.9% | -8.5% | -20.2% |
| 1Y | -31.5% | -18.6% | -12.9% | -28.2% |
| 3Y | -14.4% | -32.0% | +17.6% | -4.3% |
| 5Y | -41.6% | -1.0% | -40.7% | -45.4% |
| All | -41.6% | 0.0% | -41.6% | -45.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 TAP 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