-30.5%
ACHR vs TECH
-41.0%
+10.5%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +0.1% | -7.0% | -7.0% |
| 7D | -9.2% | +0.1% | -9.4% | -9.3% |
| 30D | -1.0% | +0.5% | -1.5% | -1.2% |
| 3M | -42.2% | +1.1% | -43.3% | -42.5% |
| 6M | -38.2% | +62.8% | -101.0% | -53.0% |
| YTD | -46.4% | +24.5% | -70.9% | -54.5% |
| 1Y | -49.4% | +20.6% | -70.0% | -56.3% |
| 3Y | -22.5% | +29.5% | -52.0% | -39.5% |
| All | -30.5% | -41.0% | +10.5% | -10.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling