+208.1%
C vs ACHR
-19.6%
+227.7%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +14.7% | -14.2% | -1.3% |
| 7D | -2.4% | +5.7% | -8.1% | -3.1% |
| 30D | -6.0% | -4.9% | -1.1% | -5.6% |
| 3M | -10.5% | -15.1% | +4.6% | -9.5% |
| 6M | -5.7% | -30.7% | +25.0% | -3.0% |
| YTD | +4.1% | -41.0% | +45.1% | +8.5% |
| 1Y | +20.5% | -50.0% | +70.5% | +27.5% |
| 3Y | +208.1% | -17.0% | +225.1% | +197.9% |
| All | +208.1% | -19.6% | +227.7% | +197.9% |
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