+687.3%
ASX vs ACHR
-52.6%
+739.9%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +8.3% | +0.3% | +7.3% |
| 7D | -12.3% | +15.3% | -27.6% | -14.0% |
| 30D | -26.0% | -3.0% | -23.0% | -25.6% |
| 3M | -8.1% | -14.0% | +5.8% | -6.5% |
| 6M | +1.4% | -25.8% | +27.2% | +5.0% |
| YTD | +115.6% | -36.0% | +151.6% | +126.0% |
| 1Y | +128.0% | -41.2% | +169.2% | +141.0% |
| 3Y | +371.4% | -8.6% | +380.0% | +337.0% |
| 5Y | +469.4% | -20.6% | +490.0% | +359.3% |
| All | +687.3% | -52.6% | +739.9% | +525.1% |
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 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