+143.8%
BX vs ACHR
-45.0%
+188.9%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.4% | +0.1% | +2.1% |
| 7D | -5.6% | -2.3% | -3.3% | -5.3% |
| 30D | -12.2% | -11.3% | -0.9% | -10.6% |
| 3M | +7.4% | +5.3% | +2.1% | +5.5% |
| 6M | +22.2% | -13.2% | +35.4% | +23.0% |
| YTD | -14.0% | -25.8% | +11.8% | -11.6% |
| 1Y | -27.3% | -34.3% | +7.0% | -24.9% |
| 3Y | +24.5% | -19.9% | +44.5% | +14.4% |
| 5Y | +18.9% | -42.7% | +61.5% | -3.1% |
| All | +143.8% | -45.0% | +188.9% | +97.1% |
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