+216.0%
C vs ACHR
-19.2%
+235.2%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -6.9% | +6.9% | +0.8% |
| 7D | +4.2% | -9.2% | +13.4% | +5.2% |
| 30D | +2.0% | -1.0% | +3.0% | +1.8% |
| 3M | -10.1% | -42.2% | +32.1% | -4.7% |
| 6M | +1.0% | -38.2% | +39.2% | +5.2% |
| YTD | +8.5% | -46.4% | +54.9% | +14.2% |
| 1Y | +25.7% | -49.4% | +75.1% | +32.9% |
| 3Y | +216.0% | -22.5% | +238.5% | +207.2% |
| All | +216.0% | -19.2% | +235.2% | +207.2% |
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