-28.3%
BABA vs ACHR
-31.8%
+3.5%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +14.7% | -13.5% | -0.9% |
| 7D | +11.6% | +5.7% | +5.9% | +10.5% |
| 30D | +2.3% | -4.9% | +7.2% | +2.7% |
| 3M | -13.7% | -15.1% | +1.4% | -12.6% |
| 6M | -21.9% | -30.7% | +8.8% | -19.1% |
| YTD | -24.6% | -41.0% | +16.3% | -20.5% |
| 1Y | -34.1% | -50.0% | +15.9% | -29.1% |
| 3Y | +36.3% | -17.0% | +53.3% | +20.3% |
| All | -28.3% | -31.8% | +3.5% | -54.3% |
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