+201.7%
CAT vs ACHR
-6.7%
+208.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.9% | +2.6% | +1.8% |
| 7D | +1.7% | -0.7% | +2.4% | +1.8% |
| 30D | -6.6% | +9.8% | -16.4% | -8.1% |
| 3M | -13.3% | -10.5% | -2.8% | -13.0% |
| 6M | +11.6% | -15.5% | +27.1% | +12.4% |
| YTD | +42.9% | -24.1% | +67.0% | +45.5% |
| 1Y | +95.4% | -32.4% | +127.9% | +99.9% |
| All | +201.7% | -6.7% | +208.4% | +185.0% |
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 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