-59.6%
ACHR vs XRT
+55.5%
-115.1%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +0.4% | -7.3% | -7.3% |
| 7D | -9.2% | +1.7% | -11.0% | -10.5% |
| 30D | -1.0% | +7.5% | -8.5% | -8.1% |
| 3M | -42.2% | +2.2% | -44.4% | -43.6% |
| 6M | -38.2% | +14.7% | -52.8% | -46.5% |
| YTD | -46.4% | +7.5% | -53.9% | -50.3% |
| 1Y | -49.4% | +14.1% | -63.5% | -55.7% |
| 3Y | -22.5% | +58.8% | -81.3% | -47.1% |
| 5Y | -29.8% | -3.9% | -25.9% | -41.3% |
| All | -59.6% | +55.5% | -115.1% | -67.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling