-34.3%
ACHR vs TRU
-13.7%
-20.6%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.0% | +1.4% | +2.1% |
| 7D | -2.3% | -2.7% | +0.5% | -1.6% |
| 30D | -11.3% | -2.0% | -9.2% | -11.0% |
| 3M | +5.3% | +18.4% | -13.2% | -0.5% |
| 6M | -13.2% | +8.9% | -22.1% | -16.1% |
| YTD | -25.8% | -8.9% | -16.9% | -24.9% |
| 1Y | -34.3% | -15.9% | -18.4% | -33.1% |
| All | -34.3% | -13.7% | -20.6% | -33.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 1y: compounded portfolio wealth divided by compounded TRU 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…
1y analysis · Full analysis span regression · 6 months rolling