+147.1%
AMAT vs ACHR
-29.8%
+176.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -6.9% | +4.2% | -1.6% |
| 7D | +11.4% | -9.2% | +20.6% | +13.2% |
| 30D | -17.0% | -1.0% | -16.1% | -16.8% |
| 3M | -30.6% | -42.2% | +11.6% | -24.4% |
| 6M | -14.9% | -38.2% | +23.2% | -9.4% |
| YTD | +44.7% | -46.4% | +91.1% | +56.5% |
| 1Y | +66.9% | -49.4% | +116.3% | +81.6% |
| 3Y | +153.3% | -22.5% | +175.8% | +134.4% |
| All | +147.1% | -29.8% | +176.9% | +89.5% |
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