+27.5%
BMY vs ACHR
-60.3%
+87.8%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -6.9% | +8.7% | +1.9% |
| 7D | +2.1% | -9.2% | +11.3% | +2.3% |
| 30D | +7.0% | -1.0% | +8.0% | +6.9% |
| 3M | -0.9% | -42.2% | +41.3% | +0.2% |
| 6M | +14.9% | -38.2% | +53.1% | +15.8% |
| YTD | +22.8% | -46.4% | +69.2% | +24.0% |
| 1Y | +36.2% | -49.4% | +85.6% | +37.7% |
| 3Y | +45.7% | -22.5% | +68.2% | +42.5% |
| 5Y | +31.3% | -29.8% | +61.1% | +27.9% |
| All | +27.5% | -60.3% | +87.8% | +27.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling