-16.5%
AVGO vs ACHR
-35.9%
+19.5%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -6.9% | +2.2% | -3.1% |
| 7D | +18.2% | -9.2% | +27.4% | +20.4% |
| 30D | +0.2% | -1.0% | +1.2% | -0.1% |
| 3M | -16.8% | -42.2% | +25.4% | -5.9% |
| 6M | -16.5% | -38.2% | +21.7% | -4.0% |
| All | -16.5% | -35.9% | +19.5% | -4.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling