-44.0%
ACHR vs TGT
-26.4%
-17.6%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.2% | -0.3% |
| 7D | -5.4% | -5.0% | -0.3% | -2.9% |
| 30D | -19.7% | +3.0% | -22.8% | -21.0% |
| 3M | +7.9% | +22.6% | -14.7% | -3.6% |
| 6M | -13.8% | +31.2% | -45.0% | -26.0% |
| YTD | -27.5% | +63.7% | -91.2% | -45.1% |
| 1Y | -33.9% | +78.5% | -112.4% | -52.5% |
| 3Y | -20.0% | +40.5% | -60.5% | -39.2% |
| 5Y | -44.0% | -25.6% | -18.4% | -48.0% |
| All | -44.0% | -26.4% | -17.6% | -48.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 TGT 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