+60.5%
AMZN vs ACHR
-42.6%
+103.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.1% | -2.7% | -0.9% |
| 7D | +0.8% | +4.9% | -4.1% | +0.2% |
| 30D | -6.4% | +4.3% | -10.7% | -7.2% |
| 3M | +4.8% | +1.7% | +3.0% | +3.5% |
| 6M | +20.5% | -6.9% | +27.4% | +19.9% |
| YTD | +11.3% | -22.5% | +33.8% | +12.7% |
| 1Y | +9.0% | -31.5% | +40.5% | +10.7% |
| 3Y | +85.9% | -14.4% | +100.3% | +67.9% |
| 5Y | +45.8% | -41.6% | +87.4% | +13.8% |
| All | +60.5% | -42.6% | +103.1% | +20.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling