-43.5%
ACHR vs TW
+20.2%
-63.6%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.1% | -5.6% | -5.6% |
| 7D | -2.7% | -0.5% | -2.1% | -2.5% |
| 30D | -12.1% | -0.6% | -11.5% | -12.1% |
| 3M | +3.4% | +3.4% | 0.0% | +0.4% |
| 6M | -15.6% | -18.4% | +2.8% | -8.6% |
| YTD | -26.9% | -3.9% | -23.0% | -27.9% |
| 1Y | -34.8% | -13.3% | -21.4% | -32.2% |
| 3Y | -19.2% | +20.8% | -40.1% | -32.9% |
| All | -43.5% | +20.2% | -63.6% | -51.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TW.
Daily Out/Under-Performance
Portfolio return minus TW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TW 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 TW 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