-42.7%
ACHR vs XME
+271.7%
-314.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -1.0% |
| 7D | -0.7% | -0.1% | -0.6% | -0.6% |
| 30D | +9.8% | +6.0% | +3.8% | +4.8% |
| 3M | -10.5% | -7.7% | -2.8% | -4.2% |
| 6M | -15.5% | +1.0% | -16.5% | -15.6% |
| YTD | -24.1% | +14.6% | -38.7% | -30.5% |
| 1Y | -32.4% | +46.0% | -78.4% | -47.4% |
| 3Y | -11.6% | +127.0% | -138.6% | -47.9% |
| 5Y | -42.9% | +175.8% | -218.7% | -67.7% |
| All | -42.7% | +271.7% | -314.4% | -68.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling