+948.1%
BE vs ACHR
-45.0%
+993.1%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +2.4% | +4.3% | +5.9% |
| 7D | +9.0% | -2.3% | +11.3% | +9.9% |
| 30D | +16.3% | -11.3% | +27.6% | +20.3% |
| 3M | +10.8% | +5.3% | +5.5% | +6.5% |
| 6M | +73.2% | -13.2% | +86.4% | +75.9% |
| YTD | +217.4% | -25.8% | +243.2% | +239.5% |
| 1Y | +309.8% | -34.3% | +344.1% | +352.6% |
| 3Y | +1,726.2% | -19.9% | +1,746.1% | +1,538.4% |
| 5Y | +1,306.2% | -42.7% | +1,348.8% | +837.2% |
| All | +948.1% | -45.0% | +993.1% | +643.0% |
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