-22.1%
BA vs ACHR
-31.8%
+9.7%
-50.3%
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% | -1.4% |
| 7D | +1.1% | +5.7% | -4.6% | +0.2% |
| 30D | -7.9% | -4.9% | -3.0% | -7.7% |
| 3M | -25.3% | -15.1% | -10.2% | -24.3% |
| 6M | -24.6% | -30.7% | +6.1% | -22.1% |
| YTD | -20.1% | -41.0% | +20.8% | -16.3% |
| 1Y | -11.8% | -50.0% | +38.2% | -5.9% |
| 3Y | -10.1% | -17.0% | +6.9% | -18.0% |
| All | -22.1% | -31.8% | +9.7% | -38.9% |
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