-45.3%
ACHR vs TROW
-9.1%
-36.2%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -0.8% |
| 7D | -5.4% | -3.0% | -2.4% | -2.7% |
| 30D | -19.7% | -5.5% | -14.3% | -15.5% |
| 3M | +7.9% | +2.3% | +5.7% | +5.2% |
| 6M | -13.8% | +23.9% | -37.7% | -29.0% |
| YTD | -27.5% | +7.9% | -35.4% | -32.3% |
| 1Y | -33.9% | +6.1% | -40.1% | -36.8% |
| 3Y | -20.0% | +13.8% | -33.8% | -25.9% |
| 5Y | -44.0% | -38.2% | -5.8% | -31.8% |
| All | -45.3% | -9.1% | -36.2% | -39.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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