+629.7%
BE vs ACHR
-60.3%
+690.0%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -6.9% | +2.0% | -2.7% |
| 7D | +10.8% | -9.2% | +20.1% | +14.6% |
| 30D | -19.8% | -1.0% | -18.8% | -19.4% |
| 3M | -18.7% | -42.2% | +23.5% | -3.2% |
| 6M | -33.7% | -38.2% | +4.4% | -24.5% |
| YTD | +121.0% | -46.4% | +167.4% | +162.6% |
| 1Y | +85.4% | -49.4% | +134.8% | +126.0% |
| 3Y | +1,709.5% | -22.5% | +1,732.0% | +1,557.1% |
| 5Y | +462.2% | -29.8% | +492.0% | +296.5% |
| All | +629.7% | -60.3% | +690.0% | +474.7% |
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