+138.0%
B vs ACHR
-31.8%
+169.7%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +14.7% | -14.2% | -0.4% |
| 7D | +9.6% | +5.7% | +3.9% | +9.1% |
| 30D | +3.5% | -4.9% | +8.4% | +3.7% |
| 3M | -1.6% | -15.1% | +13.5% | -1.0% |
| 6M | -1.7% | -30.7% | +29.1% | -0.1% |
| YTD | -5.3% | -41.0% | +35.6% | -3.3% |
| 1Y | +27.2% | -50.0% | +77.2% | +30.7% |
| 3Y | +166.1% | -17.0% | +183.1% | +158.1% |
| All | +138.0% | -31.8% | +169.7% | +120.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling