+144.4%
ADI vs ACHR
-19.2%
+163.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -6.9% | +4.2% | -1.7% |
| 7D | +9.5% | -9.2% | +18.7% | +11.0% |
| 30D | -1.4% | -1.0% | -0.4% | -1.4% |
| 3M | +4.7% | -42.2% | +46.9% | +12.7% |
| 6M | -7.4% | -38.2% | +30.8% | -2.4% |
| YTD | +48.1% | -46.4% | +94.5% | +57.7% |
| 1Y | +69.6% | -49.4% | +119.0% | +81.7% |
| 3Y | +144.4% | -22.5% | +166.9% | +134.7% |
| All | +144.4% | -19.2% | +163.6% | +134.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling