-56.9%
ACHR vs XRT
+18.0%
-74.9%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +5.5% | -5.8% | -5.2% |
| 7D | -5.1% | +8.0% | -13.1% | -12.0% |
| 30D | -12.7% | +13.0% | -25.7% | -23.0% |
| 3M | -22.4% | +1.7% | -24.1% | -23.6% |
| 6M | -28.6% | +12.6% | -41.2% | -37.9% |
| YTD | -45.2% | +10.7% | -55.9% | -51.6% |
| 1Y | -56.9% | +18.4% | -75.3% | -65.1% |
| All | -56.9% | +18.0% | -74.9% | -65.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 1y: compounded portfolio wealth divided by compounded XRT 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…
1y analysis · Full analysis span regression · 6 months rolling