-11.7%
AXP vs ACHR
-41.6%
+29.9%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.2% | -3.3% | -0.4% |
| 7D | -2.9% | +18.0% | -20.8% | -4.6% |
| 30D | +3.7% | +3.6% | +0.1% | +3.2% |
| 3M | -4.9% | -28.4% | +23.5% | -1.5% |
| 6M | +4.1% | -25.7% | +29.7% | +7.0% |
| YTD | -11.7% | -35.4% | +23.7% | -8.1% |
| 1Y | -11.7% | -45.6% | +33.9% | -5.5% |
| All | -11.7% | -41.6% | +29.9% | -5.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling