+5.4%
B vs ACHR
-52.5%
+57.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.9% | +6.3% | +0.9% |
| 7D | -7.3% | -9.2% | +1.9% | -5.4% |
| 30D | -3.3% | -1.0% | -2.4% | -3.6% |
| 3M | -7.8% | -42.2% | +34.4% | +3.4% |
| 6M | -15.5% | -38.2% | +22.6% | -7.2% |
| YTD | -12.3% | -46.4% | +34.2% | -1.6% |
| 1Y | +5.4% | -49.4% | +54.7% | +18.9% |
| All | +5.4% | -52.5% | +57.8% | +18.9% |
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