+138.3%
ADI vs ACHR
-42.8%
+181.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.4% | +2.5% | +4.5% |
| 7D | +4.6% | -2.3% | +6.8% | +4.9% |
| 30D | -1.2% | -11.3% | +10.1% | +0.3% |
| 3M | -7.8% | +5.3% | -13.1% | -9.4% |
| 6M | +19.3% | -13.2% | +32.6% | +19.9% |
| YTD | +40.9% | -25.8% | +66.7% | +43.8% |
| 1Y | +54.5% | -34.3% | +88.8% | +58.4% |
| 3Y | +123.4% | -19.9% | +143.4% | +106.2% |
| All | +138.3% | -42.8% | +181.1% | +93.9% |
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 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