-44.8%
ACHR vs TRU
-20.2%
-24.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.8% | -4.9% | -5.2% |
| 7D | -2.7% | -6.5% | +3.8% | +1.3% |
| 30D | -12.1% | -2.5% | -9.6% | -10.9% |
| 3M | +3.4% | +10.4% | -7.0% | -5.1% |
| 6M | -15.6% | +1.6% | -17.3% | -19.1% |
| YTD | -26.9% | -9.7% | -17.2% | -25.6% |
| 1Y | -34.8% | -17.3% | -17.5% | -30.2% |
| 3Y | -19.2% | -1.8% | -17.4% | -25.2% |
| 5Y | -43.8% | -36.2% | -7.5% | -37.9% |
| All | -44.8% | -20.2% | -24.7% | -47.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling