+116.7%
AXP vs ACHR
-7.8%
+124.6%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.1% | +1.8% | 0.0% |
| 7D | -0.6% | +14.0% | -14.7% | -2.2% |
| 30D | +5.0% | -5.0% | +10.0% | +5.3% |
| 3M | -4.2% | -24.8% | +20.5% | -1.8% |
| 6M | +2.9% | -27.3% | +30.3% | +5.1% |
| YTD | -11.6% | -37.4% | +25.8% | -8.8% |
| 1Y | -11.1% | -44.3% | +33.2% | -7.3% |
| 3Y | +116.7% | -5.2% | +122.0% | +109.3% |
| All | +116.7% | -7.8% | +124.6% | +109.3% |
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