+811.7%
ASX vs ACHR
-42.6%
+854.3%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +2.1% | +4.0% | +5.8% |
| 7D | +6.3% | +4.9% | +1.4% | +5.6% |
| 30D | +6.4% | +4.3% | +2.1% | +5.4% |
| 3M | +13.1% | +1.7% | +11.4% | +11.9% |
| 6M | +90.3% | -6.9% | +97.2% | +90.4% |
| YTD | +149.6% | -22.5% | +172.1% | +154.7% |
| 1Y | +249.2% | -31.5% | +280.7% | +258.3% |
| 3Y | +445.9% | -14.4% | +460.3% | +407.6% |
| 5Y | +477.7% | -41.6% | +519.4% | +393.6% |
| All | +811.7% | -42.6% | +854.3% | +604.4% |
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