+87.0%
AMZN vs ACHR
-19.2%
+106.3%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -6.9% | +6.6% | +0.4% |
| 7D | +2.8% | -9.2% | +12.1% | +3.6% |
| 30D | +5.0% | -1.0% | +5.9% | +4.7% |
| 3M | +0.6% | -42.2% | +42.8% | +5.4% |
| 6M | -1.3% | -38.2% | +36.9% | +2.0% |
| YTD | +15.5% | -46.4% | +61.9% | +20.1% |
| 1Y | +12.2% | -49.4% | +61.6% | +17.1% |
| 3Y | +87.0% | -22.5% | +109.5% | +80.2% |
| All | +87.0% | -19.2% | +106.3% | +80.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling