-43.0%
ACN vs ACHR
-41.5%
-1.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +2.1% | -6.2% | -4.3% |
| 7D | -4.8% | +4.9% | -9.7% | -5.2% |
| 30D | +1.9% | +4.3% | -2.4% | +1.4% |
| 3M | +3.9% | +1.7% | +2.1% | +3.0% |
| 6M | -15.0% | -6.9% | -8.1% | -15.4% |
| YTD | -31.9% | -22.5% | -9.4% | -31.4% |
| 1Y | -28.5% | -31.5% | +3.0% | -27.8% |
| 3Y | -41.9% | -14.4% | -27.5% | -45.5% |
| All | -43.0% | -41.5% | -1.5% | -52.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling