+71.8%
CB vs ACHR
-19.6%
+91.3%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +14.7% | -16.5% | -1.5% |
| 7D | +0.2% | +5.7% | -5.5% | +0.4% |
| 30D | +9.1% | -4.9% | +14.0% | +9.1% |
| 3M | +3.4% | -15.1% | +18.5% | +3.3% |
| 6M | +14.1% | -30.7% | +44.8% | +13.9% |
| YTD | +18.0% | -41.0% | +59.0% | +17.8% |
| 1Y | +30.1% | -50.0% | +80.1% | +29.8% |
| 3Y | +71.8% | -17.0% | +88.8% | +73.4% |
| All | +71.8% | -19.6% | +91.3% | +73.4% |
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