-4.6%
CARR vs ACHR
-32.2%
+27.6%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.9% | +1.9% | +1.1% |
| 7D | +1.6% | -0.7% | +2.3% | +1.6% |
| 30D | -8.7% | +9.8% | -18.5% | -9.7% |
| 3M | -12.6% | -10.5% | -2.1% | -12.1% |
| 6M | -1.5% | -15.5% | +14.0% | -0.9% |
| YTD | +14.3% | -24.1% | +38.4% | +15.7% |
| 1Y | -4.6% | -32.4% | +27.8% | -1.1% |
| All | -4.6% | -32.2% | +27.6% | -1.1% |
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