-3.1%
BAC vs ACHR
-44.4%
+41.3%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.1% | +2.3% | +0.4% |
| 7D | +2.1% | +14.0% | -12.0% | +1.0% |
| 30D | -6.7% | -5.0% | -1.7% | -6.5% |
| 3M | -20.2% | -24.8% | +4.5% | -19.2% |
| 6M | -0.2% | -27.3% | +27.1% | +1.5% |
| YTD | -6.4% | -37.4% | +31.0% | -4.4% |
| 1Y | -3.1% | -44.3% | +41.2% | +0.2% |
| All | -3.1% | -44.4% | +41.3% | +0.2% |
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