+175.9%
ADI vs ACHR
-43.7%
+219.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.9% | +2.5% | +1.7% |
| 7D | +0.4% | -0.7% | +1.1% | +0.5% |
| 30D | -3.8% | +9.8% | -13.6% | -5.4% |
| 3M | -15.3% | -10.5% | -4.8% | -14.9% |
| 6M | +6.7% | -15.5% | +22.2% | +7.6% |
| YTD | +34.8% | -24.1% | +58.8% | +37.1% |
| 1Y | +49.0% | -32.4% | +81.5% | +52.3% |
| 3Y | +108.1% | -11.6% | +119.7% | +89.5% |
| 5Y | +142.4% | -42.9% | +185.3% | +105.2% |
| All | +175.9% | -43.7% | +219.6% | +128.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling