+105.9%
C vs ACHR
-31.8%
+137.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +14.7% | -14.2% | -1.1% |
| 7D | -2.4% | +5.7% | -8.1% | -3.1% |
| 30D | -6.0% | -4.9% | -1.1% | -5.7% |
| 3M | -10.5% | -15.1% | +4.6% | -9.6% |
| 6M | -5.7% | -30.7% | +25.0% | -3.3% |
| YTD | +4.1% | -41.0% | +45.1% | +8.1% |
| 1Y | +20.5% | -50.0% | +70.5% | +26.8% |
| 3Y | +208.1% | -17.0% | +225.1% | +191.2% |
| All | +105.9% | -31.8% | +137.7% | +73.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling