+154.2%
BX vs ACHR
-42.6%
+196.8%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.1% | -3.7% | -1.9% |
| 7D | -2.0% | +4.9% | -6.8% | -2.7% |
| 30D | -2.3% | +4.3% | -6.6% | -3.1% |
| 3M | +18.5% | +1.7% | +16.8% | +16.9% |
| 6M | +23.7% | -6.9% | +30.6% | +23.1% |
| YTD | -10.4% | -22.5% | +12.1% | -8.5% |
| 1Y | -19.6% | -31.5% | +11.9% | -17.4% |
| 3Y | +30.8% | -14.4% | +45.2% | +18.9% |
| 5Y | +24.3% | -41.6% | +66.0% | +0.8% |
| All | +154.2% | -42.6% | +196.8% | +104.0% |
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