-1.5%
BAC vs ACHR
-58.8%
+57.3%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.2% | +4.2% | +4.0% |
| 7D | +1.5% | -5.1% | +6.6% | +1.9% |
| 30D | -4.4% | -12.7% | +8.3% | -3.6% |
| 3M | -17.5% | -22.4% | +4.9% | -16.6% |
| 6M | -0.1% | -28.6% | +28.5% | +1.0% |
| YTD | -4.6% | -45.2% | +40.6% | -1.9% |
| 1Y | -1.5% | -56.9% | +55.4% | +3.9% |
| All | -1.5% | -58.8% | +57.3% | +3.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling