-56.6%
ACHR vs TECH
-3.4%
-53.2%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.9% | +0.1% | -11.0% | -10.9% |
| 7D | +11.9% | +0.2% | +11.6% | +11.8% |
| 30D | -2.5% | +0.5% | -3.0% | -2.7% |
| 3M | -31.2% | +1.0% | -32.1% | -31.4% |
| 6M | -32.2% | +54.1% | -86.3% | -46.2% |
| YTD | -42.4% | +24.4% | -66.8% | -50.6% |
| 1Y | -49.9% | +19.3% | -69.2% | -56.1% |
| 3Y | -12.9% | +28.5% | -41.4% | -29.5% |
| 5Y | -24.6% | -41.0% | +16.4% | -14.9% |
| All | -56.6% | -3.4% | -53.2% | -56.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling