+153.8%
B vs ACHR
-41.7%
+195.5%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.1% | -3.6% | -1.6% |
| 7D | +2.3% | +4.9% | -2.5% | +2.0% |
| 30D | +1.4% | +4.3% | -2.9% | +0.9% |
| 3M | +12.2% | +1.7% | +10.4% | +11.5% |
| 6M | -2.1% | -6.9% | +4.7% | -2.3% |
| YTD | +2.9% | -22.5% | +25.4% | +3.5% |
| 1Y | +55.3% | -31.5% | +86.8% | +56.7% |
| 3Y | +198.7% | -14.4% | +213.1% | +188.5% |
| 5Y | +153.8% | -41.6% | +195.4% | +118.3% |
| All | +153.8% | -41.7% | +195.5% | +118.3% |
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 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