-30.5%
ACHR vs TRMB
-36.0%
+5.5%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.3% | -6.6% | -6.6% |
| 7D | -9.2% | +2.8% | -12.1% | -11.2% |
| 30D | -1.0% | -5.9% | +4.9% | +1.4% |
| 3M | -42.2% | -3.3% | -38.9% | -42.4% |
| 6M | -38.2% | +1.3% | -39.5% | -42.0% |
| YTD | -46.4% | -29.0% | -17.4% | -30.5% |
| 1Y | -49.4% | -27.8% | -21.6% | -35.4% |
| 3Y | -22.5% | +36.3% | -58.8% | -45.8% |
| All | -30.5% | -36.0% | +5.5% | -4.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling