-42.7%
ACHR vs TAP
+5.1%
-47.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -0.8% |
| 7D | -0.7% | -2.3% | +1.6% | -0.2% |
| 30D | +9.8% | -2.1% | +12.0% | +10.2% |
| 3M | -10.5% | +6.6% | -17.1% | -12.4% |
| 6M | -15.5% | -11.5% | -4.0% | -13.4% |
| YTD | -24.1% | -10.3% | -13.8% | -22.9% |
| 1Y | -32.4% | -14.4% | -18.0% | -30.7% |
| 3Y | -11.6% | -28.3% | +16.7% | -4.8% |
| 5Y | -42.9% | +1.7% | -44.6% | -42.1% |
| All | -42.7% | +5.1% | -47.9% | -42.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling