-14.4%
ACHR vs TECH
-0.6%
-13.8%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.2% | +2.3% | +2.2% |
| 7D | +4.9% | +0.2% | +4.7% | +4.8% |
| 30D | +4.3% | +0.1% | +4.2% | +4.2% |
| 3M | +1.7% | +37.5% | -35.7% | -13.3% |
| 6M | -6.9% | +34.6% | -41.4% | -22.4% |
| YTD | -22.5% | +23.5% | -46.0% | -32.4% |
| 1Y | -31.5% | +34.4% | -65.9% | -43.7% |
| 3Y | -14.4% | +2.3% | -16.7% | -19.2% |
| All | -14.4% | -0.6% | -13.8% | -19.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling