+22.0%
BMY vs ACHR
-20.7%
+42.7%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -5.7% | +5.2% | -0.2% |
| 7D | -4.8% | -2.7% | -2.1% | -4.7% |
| 30D | -0.7% | -12.1% | +11.5% | -0.3% |
| 3M | +15.3% | +3.4% | +11.9% | +14.9% |
| 6M | +8.5% | -15.6% | +24.2% | +8.8% |
| YTD | +23.4% | -26.9% | +50.3% | +24.3% |
| 1Y | +42.9% | -34.8% | +77.7% | +43.9% |
| All | +22.0% | -20.7% | +42.7% | +12.9% |
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