-44.0%
ACHR vs TE
-49.6%
+5.6%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -6.7% | +5.8% | +0.9% |
| 7D | -5.4% | +0.9% | -6.3% | -5.7% |
| 30D | -19.7% | -16.3% | -3.5% | -16.3% |
| 3M | +7.9% | -40.8% | +48.7% | +20.8% |
| 6M | -13.8% | -42.6% | +28.8% | -8.7% |
| YTD | -27.5% | -31.4% | +3.9% | -29.0% |
| 1Y | -33.9% | +144.9% | -178.9% | -59.6% |
| 3Y | -20.0% | -26.0% | +6.0% | -38.5% |
| 5Y | -44.0% | -48.5% | +4.5% | -51.8% |
| All | -44.0% | -49.6% | +5.6% | -51.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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