-44.0%
ACHR vs XME
+167.8%
-211.8%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.7% | +2.8% | +2.5% |
| 7D | -5.4% | -3.0% | -2.3% | -2.7% |
| 30D | -19.7% | -2.6% | -17.1% | -18.1% |
| 3M | +7.9% | +2.2% | +5.8% | +5.6% |
| 6M | -13.8% | +0.7% | -14.5% | -14.1% |
| YTD | -27.5% | +10.9% | -38.4% | -33.3% |
| 1Y | -33.9% | +35.7% | -69.6% | -48.6% |
| 3Y | -20.0% | +127.1% | -147.1% | -59.0% |
| 5Y | -44.0% | +168.5% | -212.5% | -73.0% |
| All | -44.0% | +167.8% | -211.8% | -73.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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