-45.3%
ACHR vs TECH
-4.4%
-40.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -0.8% |
| 7D | -5.4% | -0.5% | -4.9% | -5.2% |
| 30D | -19.7% | 0.0% | -19.7% | -19.7% |
| 3M | +7.9% | +37.4% | -29.5% | -9.0% |
| 6M | -13.8% | +36.9% | -50.6% | -29.6% |
| YTD | -27.5% | +23.1% | -50.6% | -37.5% |
| 1Y | -33.9% | +42.2% | -76.2% | -47.8% |
| 3Y | -20.0% | +1.9% | -21.9% | -26.8% |
| 5Y | -44.0% | -42.9% | -1.1% | -36.1% |
| All | -45.3% | -4.4% | -40.9% | -44.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 10y: compounded portfolio wealth divided by compounded TECH 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…
10y analysis · Full analysis span regression · 6 months rolling