+368.1%
AMD vs ACHR
-56.3%
+424.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +14.7% | -3.7% | +7.5% |
| 7D | -11.0% | +5.7% | -16.8% | -12.0% |
| 30D | -30.5% | -4.9% | -25.5% | -29.5% |
| 3M | -8.2% | -15.1% | +6.9% | -5.6% |
| 6M | +6.6% | -30.7% | +37.3% | +14.5% |
| YTD | +109.7% | -41.0% | +150.6% | +131.9% |
| 1Y | +88.9% | -50.0% | +138.9% | +115.5% |
| 3Y | +301.8% | -17.0% | +318.8% | +269.3% |
| 5Y | +229.4% | -29.4% | +258.8% | +153.3% |
| All | +368.1% | -56.3% | +424.4% | +276.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling