-26.4%
BA vs ACHR
-29.8%
+3.4%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -6.9% | +6.9% | +0.9% |
| 7D | -1.1% | -9.2% | +8.1% | 0.0% |
| 30D | -7.1% | -1.0% | -6.1% | -7.5% |
| 3M | -25.5% | -42.2% | +16.6% | -20.4% |
| 6M | -28.7% | -38.2% | +9.5% | -25.3% |
| YTD | -21.0% | -46.4% | +25.4% | -16.3% |
| 1Y | -11.9% | -49.4% | +37.5% | -6.2% |
| 3Y | -16.2% | -22.5% | +6.3% | -22.9% |
| All | -26.4% | -29.8% | +3.4% | -43.3% |
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