-59.6%
ACHR vs XME
+193.9%
-253.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -1.6% | -5.3% | -5.6% |
| 7D | -9.2% | +0.3% | -9.5% | -9.1% |
| 30D | -1.0% | -6.1% | +5.1% | +4.9% |
| 3M | -42.2% | -18.6% | -23.6% | -31.5% |
| 6M | -38.2% | -23.9% | -14.3% | -22.3% |
| YTD | -46.4% | -9.3% | -37.1% | -40.4% |
| 1Y | -49.4% | +1.8% | -51.1% | -48.0% |
| 3Y | -22.5% | +93.0% | -115.5% | -46.8% |
| 5Y | -29.8% | +107.0% | -136.8% | -51.4% |
| All | -59.6% | +193.9% | -253.5% | -72.8% |
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