-45.3%
ACHR vs TRMB
-14.8%
-30.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.1% | -0.1% |
| 7D | -5.4% | -5.4% | 0.0% | -0.9% |
| 30D | -19.7% | -2.0% | -17.8% | -18.3% |
| 3M | +7.9% | +12.3% | -4.4% | -3.7% |
| 6M | -13.8% | -17.6% | +3.8% | -0.5% |
| YTD | -27.5% | -27.5% | -0.1% | -7.1% |
| 1Y | -33.9% | -29.1% | -4.8% | -13.2% |
| 3Y | -20.0% | +11.5% | -31.5% | -27.6% |
| 5Y | -44.0% | -39.5% | -4.5% | -29.9% |
| All | -45.3% | -14.8% | -30.5% | -36.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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