-19.9%
ACHR vs XLRE
+31.2%
-51.2%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.9% | +1.5% | +1.3% |
| 7D | -2.3% | -1.2% | -1.1% | -0.8% |
| 30D | -11.3% | -2.4% | -8.9% | -8.4% |
| 3M | +5.3% | -2.5% | +7.8% | +6.6% |
| 6M | -13.2% | +4.0% | -17.2% | -20.7% |
| YTD | -25.8% | +9.3% | -35.1% | -37.2% |
| 1Y | -34.3% | +5.6% | -39.9% | -41.5% |
| 3Y | -19.9% | +31.3% | -51.2% | -51.5% |
| All | -19.9% | +31.2% | -51.2% | -51.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XLRE.
Daily Out/Under-Performance
Portfolio return minus XLRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLRE 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 3y: compounded portfolio wealth divided by compounded XLRE 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…
3y analysis · Full analysis span regression · 6 months rolling