-45.6%
ACHR vs XRT
+15.4%
-61.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.1% | +3.3% | +3.3% |
| 7D | +18.0% | -1.4% | +19.4% | +19.5% |
| 30D | +3.6% | +9.8% | -6.1% | -5.8% |
| 3M | -28.4% | +3.3% | -31.7% | -30.7% |
| 6M | -25.7% | +13.6% | -39.3% | -36.3% |
| YTD | -35.4% | +9.1% | -44.4% | -42.0% |
| 1Y | -45.6% | +15.1% | -60.7% | -53.4% |
| All | -45.6% | +15.4% | -61.1% | -53.4% |
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 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