+124.6%
B vs ACHR
-45.8%
+170.4%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -5.7% | +6.8% | +1.4% |
| 7D | +1.0% | -2.7% | +3.7% | +1.2% |
| 30D | +9.5% | -12.1% | +21.6% | +10.1% |
| 3M | +14.3% | +3.4% | +11.0% | +13.6% |
| 6M | -1.9% | -15.6% | +13.8% | -1.6% |
| YTD | +4.1% | -26.9% | +30.9% | +5.0% |
| 1Y | +56.1% | -34.8% | +90.9% | +57.9% |
| 3Y | +202.0% | -19.2% | +221.2% | +192.9% |
| 5Y | +158.8% | -43.8% | +202.6% | +141.7% |
| All | +124.6% | -45.8% | +170.4% | +100.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling