+193.8%
AXP vs ACHR
-56.3%
+250.1%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +14.7% | -16.0% | -2.7% |
| 7D | +0.6% | +5.7% | -5.1% | -0.1% |
| 30D | +5.8% | -4.9% | +10.8% | +6.1% |
| 3M | -6.0% | -15.1% | +9.1% | -5.1% |
| 6M | +0.3% | -30.7% | +31.0% | +2.7% |
| YTD | -12.3% | -41.0% | +28.7% | -9.1% |
| 1Y | -11.2% | -50.0% | +38.8% | -6.7% |
| 3Y | +117.0% | -17.0% | +134.0% | +104.5% |
| 5Y | +93.2% | -29.4% | +122.6% | +66.1% |
| All | +193.8% | -56.3% | +250.1% | +135.5% |
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 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