+103.2%
CB vs ACHR
-31.8%
+135.0%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +14.7% | -16.5% | -1.7% |
| 7D | +0.2% | +5.7% | -5.5% | +0.3% |
| 30D | +9.1% | -4.9% | +14.0% | +9.1% |
| 3M | +3.4% | -15.1% | +18.5% | +3.4% |
| 6M | +14.1% | -30.7% | +44.8% | +14.2% |
| YTD | +18.0% | -41.0% | +59.0% | +18.1% |
| 1Y | +30.1% | -50.0% | +80.1% | +30.4% |
| 3Y | +71.8% | -17.0% | +88.8% | +70.3% |
| All | +103.2% | -31.8% | +135.0% | +102.3% |
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