-21.1%
BA vs ACHR
-53.6%
+32.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.1% | +2.7% | +0.8% |
| 7D | 0.0% | +14.0% | -14.0% | -1.8% |
| 30D | -8.9% | -5.0% | -3.9% | -8.7% |
| 3M | -25.5% | -24.8% | -0.8% | -23.3% |
| 6M | -27.0% | -27.3% | +0.4% | -25.1% |
| YTD | -20.1% | -37.4% | +17.2% | -17.1% |
| 1Y | -11.0% | -44.3% | +33.3% | -6.6% |
| 3Y | -11.8% | -5.2% | -6.6% | -20.4% |
| 5Y | -20.6% | -20.8% | +0.2% | -36.0% |
| All | -21.1% | -53.6% | +32.5% | -37.3% |
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 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