+104.0%
BAC vs ACHR
-60.3%
+164.3%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -6.9% | +7.9% | +1.6% |
| 7D | +3.2% | -9.2% | +12.5% | +4.0% |
| 30D | -0.7% | -1.0% | +0.3% | -0.9% |
| 3M | -20.0% | -42.2% | +22.2% | -16.6% |
| 6M | +3.4% | -38.2% | +41.6% | +6.3% |
| YTD | -5.7% | -46.4% | +40.7% | -2.4% |
| 1Y | -1.4% | -49.4% | +47.9% | +2.4% |
| 3Y | +97.9% | -22.5% | +120.4% | +87.8% |
| 5Y | +22.9% | -29.8% | +52.7% | +7.9% |
| All | +104.0% | -60.3% | +164.3% | +70.3% |
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