+325.3%
ASX vs ACHR
-19.6%
+344.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +14.7% | -8.3% | +3.9% |
| 7D | -19.9% | +5.7% | -25.6% | -20.6% |
| 30D | -30.9% | -4.9% | -26.0% | -30.3% |
| 3M | -15.1% | -15.1% | 0.0% | -13.4% |
| 6M | -6.5% | -30.7% | +24.3% | -1.9% |
| YTD | +98.4% | -41.0% | +139.4% | +111.0% |
| 1Y | +107.9% | -50.0% | +157.9% | +125.1% |
| 3Y | +325.3% | -17.0% | +342.3% | +328.8% |
| All | +325.3% | -19.6% | +344.8% | +328.8% |
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