+137.5%
BAC vs ACHR
-10.6%
+148.1%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | 0.0% |
| 7D | +1.1% | -0.7% | +1.8% | +1.1% |
| 30D | -0.4% | +9.8% | -10.2% | -1.6% |
| 3M | +16.9% | -10.5% | +27.4% | +17.1% |
| 6M | +26.6% | -15.5% | +42.1% | +27.1% |
| YTD | +15.8% | -24.1% | +39.9% | +17.1% |
| 1Y | +27.2% | -32.4% | +59.6% | +28.8% |
| All | +137.5% | -10.6% | +148.1% | +122.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling