+26.0%
C vs ACHR
-58.8%
+84.8%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.2% | +1.9% | +1.7% |
| 7D | +1.1% | -5.1% | +6.1% | +1.8% |
| 30D | -2.4% | -12.7% | +10.3% | -0.8% |
| 3M | -8.4% | -22.4% | +14.0% | -6.1% |
| 6M | +0.3% | -28.6% | +28.9% | +3.2% |
| YTD | +9.1% | -45.2% | +54.3% | +15.8% |
| 1Y | +26.0% | -56.9% | +83.0% | +38.7% |
| All | +26.0% | -58.8% | +84.8% | +38.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling