+295.8%
AMD vs ACHR
-25.3%
+321.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -10.9% | +16.8% | +8.5% |
| 7D | +44.7% | +11.9% | +32.8% | +40.6% |
| 30D | -3.3% | -2.5% | -0.9% | -2.6% |
| 3M | +21.2% | -31.2% | +52.4% | +31.7% |
| 6M | +30.6% | -32.2% | +62.8% | +40.9% |
| YTD | +173.3% | -42.4% | +215.7% | +204.1% |
| 1Y | +126.1% | -49.9% | +176.0% | +158.7% |
| 3Y | +393.5% | -12.9% | +406.4% | +346.4% |
| 5Y | +295.8% | -24.6% | +320.3% | +188.7% |
| All | +295.8% | -25.3% | +321.1% | +188.7% |
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