+199.0%
AMD vs ACHR
-31.8%
+230.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +14.7% | -3.7% | +7.4% |
| 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% | +14.7% |
| YTD | +109.7% | -41.0% | +150.6% | +132.3% |
| 1Y | +88.9% | -50.0% | +138.9% | +116.1% |
| 3Y | +301.8% | -17.0% | +318.8% | +267.7% |
| All | +199.0% | -31.8% | +230.8% | +123.1% |
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 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