+35.4%
BX vs ACHR
-19.2%
+54.6%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -6.9% | +8.3% | +2.6% |
| 7D | +0.6% | -9.2% | +9.8% | +2.1% |
| 30D | +14.2% | -1.0% | +15.2% | +13.9% |
| 3M | -18.7% | -42.2% | +23.4% | -11.4% |
| 6M | +2.5% | -38.2% | +40.7% | +9.1% |
| YTD | -18.8% | -46.4% | +27.6% | -12.0% |
| 1Y | -10.3% | -49.4% | +39.1% | -2.3% |
| 3Y | +35.4% | -22.5% | +57.9% | +31.7% |
| All | +35.4% | -19.2% | +54.6% | +31.7% |
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