-43.8%
ACHR vs TECH
-42.1%
-1.6%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.1% | -5.6% | -5.6% |
| 7D | -2.7% | -0.1% | -2.6% | -2.6% |
| 30D | -12.1% | +0.3% | -12.4% | -12.3% |
| 3M | +3.4% | +32.9% | -29.6% | -11.9% |
| 6M | -15.6% | +32.1% | -47.7% | -30.3% |
| YTD | -26.9% | +23.4% | -50.2% | -37.5% |
| 1Y | -34.8% | +34.1% | -68.8% | -47.4% |
| 3Y | -19.2% | +2.2% | -21.4% | -26.7% |
| 5Y | -43.8% | -41.8% | -1.9% | -35.1% |
| All | -43.8% | -42.1% | -1.6% | -35.1% |
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