-44.0%
ACHR vs TRI
+34.9%
-78.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.7% | +0.7% | +1.7% |
| 7D | -2.3% | -7.9% | +5.6% | +0.8% |
| 30D | -11.3% | -4.5% | -6.8% | -9.9% |
| 3M | +5.3% | +22.1% | -16.8% | -5.6% |
| 6M | -13.2% | -2.8% | -10.4% | -14.2% |
| YTD | -25.8% | -23.4% | -2.4% | -15.3% |
| 1Y | -34.3% | -41.5% | +7.3% | -8.7% |
| 3Y | -19.9% | -19.2% | -0.7% | -16.2% |
| 5Y | -42.7% | -9.4% | -33.2% | -51.2% |
| All | -44.0% | +34.9% | -78.9% | -46.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 10y: compounded portfolio wealth divided by compounded TRI 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…
10y analysis · Full analysis span regression · 6 months rolling