-41.5%
ACHR vs TGT
+12.2%
-53.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.1% | +3.2% | +2.6% |
| 7D | +4.9% | -0.6% | +5.5% | +5.2% |
| 30D | +4.3% | +9.5% | -5.2% | -0.3% |
| 3M | +1.7% | +32.3% | -30.5% | -12.4% |
| 6M | -6.9% | +37.0% | -43.9% | -21.5% |
| YTD | -22.5% | +71.0% | -93.5% | -42.1% |
| 1Y | -31.5% | +85.0% | -116.5% | -51.2% |
| 3Y | -14.4% | +46.8% | -61.2% | -35.6% |
| 5Y | -41.6% | -22.7% | -18.9% | -45.6% |
| All | -41.5% | +12.2% | -53.7% | -52.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling