-21.6%
BA vs ACHR
-52.6%
+31.1%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +8.3% | -8.9% | -1.7% |
| 7D | -1.7% | +15.3% | -17.1% | -3.7% |
| 30D | -9.5% | -3.0% | -6.4% | -9.5% |
| 3M | -26.5% | -14.0% | -12.5% | -25.6% |
| 6M | -27.4% | -25.8% | -1.6% | -25.7% |
| YTD | -20.6% | -36.0% | +15.4% | -17.8% |
| 1Y | -11.4% | -41.2% | +29.8% | -7.6% |
| 3Y | -10.8% | -8.6% | -2.3% | -19.2% |
| 5Y | -21.9% | -20.6% | -1.3% | -37.1% |
| All | -21.6% | -52.6% | +31.1% | -37.8% |
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