+759.5%
ASX vs ACHR
-43.7%
+803.2%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | +0.3% |
| 7D | -0.7% | -0.7% | 0.0% | -0.6% |
| 30D | +2.0% | +9.8% | -7.8% | +0.1% |
| 3M | -1.3% | -10.5% | +9.2% | -0.6% |
| 6M | +71.4% | -15.5% | +87.0% | +73.8% |
| YTD | +135.3% | -24.1% | +159.4% | +140.8% |
| 1Y | +267.5% | -32.4% | +299.9% | +277.8% |
| 3Y | +388.5% | -11.6% | +400.1% | +352.2% |
| 5Y | +417.1% | -42.9% | +460.0% | +343.2% |
| All | +759.5% | -43.7% | +803.2% | +566.0% |
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