-41.5%
ACHR vs TRI
+36.9%
-78.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -6.5% | +8.6% | +4.7% |
| 7D | +4.9% | -7.1% | +11.9% | +7.6% |
| 30D | +4.3% | -2.3% | +6.6% | +5.1% |
| 3M | +1.7% | +19.6% | -17.8% | -7.9% |
| 6M | -6.9% | -8.7% | +1.8% | -4.5% |
| YTD | -22.5% | -22.3% | -0.2% | -12.1% |
| 1Y | -31.5% | -40.7% | +9.2% | -5.4% |
| 3Y | -14.4% | -17.8% | +3.4% | -11.1% |
| 5Y | -41.6% | -8.5% | -33.1% | -50.7% |
| All | -41.5% | +36.9% | -78.4% | -44.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling