+24.3%
BMY vs ACHR
-44.8%
+69.2%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -5.7% | +5.2% | -0.3% |
| 7D | -4.8% | -2.7% | -2.1% | -4.8% |
| 30D | -0.7% | -12.1% | +11.5% | -0.4% |
| 3M | +15.3% | +3.4% | +11.9% | +15.1% |
| 6M | +8.5% | -15.6% | +24.2% | +8.7% |
| YTD | +23.4% | -26.9% | +50.3% | +23.9% |
| 1Y | +42.9% | -34.8% | +77.7% | +43.5% |
| 3Y | +22.0% | -19.2% | +41.2% | +19.0% |
| 5Y | +24.3% | -43.8% | +68.1% | +20.2% |
| All | +24.3% | -44.8% | +69.2% | +20.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling