+3.8%
ACN vs ACHR
-57.3%
+61.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -10.9% | +9.4% | -0.7% |
| 7D | -5.7% | +11.9% | -17.6% | -6.7% |
| 30D | +17.0% | -2.5% | +19.5% | +16.9% |
| 3M | +39.9% | -31.2% | +71.0% | +43.1% |
| 6M | +50.2% | -32.2% | +82.4% | +52.8% |
| YTD | -4.2% | -42.4% | +38.3% | -1.6% |
| 1Y | +4.3% | -49.9% | +54.2% | +8.0% |
| 3Y | -17.1% | -12.9% | -4.2% | -23.1% |
| 5Y | -26.5% | -24.6% | -1.9% | -37.6% |
| All | +3.8% | -57.3% | +61.1% | -10.9% |
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