-0.5%
AGG vs ACHR
-58.8%
+58.3%
-5.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.5% |
| 7D | +0.5% | -5.1% | +5.6% | +0.6% |
| 30D | +2.4% | -12.7% | +15.1% | +2.6% |
| 3M | -1.0% | -22.4% | +21.4% | -0.7% |
| 6M | -0.9% | -28.6% | +27.7% | -0.5% |
| YTD | -0.9% | -45.2% | +44.3% | -0.5% |
| 1Y | -0.5% | -56.9% | +56.4% | +0.1% |
| All | -0.5% | -58.8% | +58.3% | +0.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling