+183.0%
C vs ACHR
-43.7%
+226.7%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | -0.2% |
| 7D | +3.6% | -0.7% | +4.3% | +3.7% |
| 30D | +0.1% | +9.8% | -9.7% | -1.2% |
| 3M | +2.4% | -10.5% | +12.9% | +2.6% |
| 6M | +24.9% | -15.5% | +40.5% | +25.5% |
| YTD | +19.8% | -24.1% | +43.9% | +21.3% |
| 1Y | +44.9% | -32.4% | +77.3% | +47.2% |
| 3Y | +263.0% | -11.6% | +274.6% | +241.4% |
| 5Y | +129.5% | -42.9% | +172.4% | +97.8% |
| All | +183.0% | -43.7% | +226.7% | +127.0% |
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