-24.3%
ACN vs ACHR
-45.0%
+20.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +2.4% | +1.0% | +3.2% |
| 7D | -1.5% | -2.3% | +0.8% | -1.4% |
| 30D | +2.1% | -11.3% | +13.4% | +2.9% |
| 3M | +11.1% | +5.3% | +5.8% | +9.9% |
| 6M | -6.8% | -13.2% | +6.4% | -6.8% |
| YTD | -30.0% | -25.8% | -4.2% | -29.3% |
| 1Y | -23.1% | -34.3% | +11.2% | -22.1% |
| 3Y | -40.4% | -19.9% | -20.5% | -43.8% |
| 5Y | -41.6% | -42.7% | +1.1% | -49.4% |
| All | -24.3% | -45.0% | +20.8% | -35.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ACHR.
Daily Out/Under-Performance
Portfolio return minus ACHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACHR 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 ACHR 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