+20.8%
COP vs ACHR
-8.8%
+29.6%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.1% | -1.5% | +0.5% |
| 7D | -0.8% | +4.9% | -5.7% | -1.0% |
| 30D | +15.6% | +4.3% | +11.3% | +15.3% |
| 3M | +14.3% | +1.7% | +12.6% | +14.0% |
| 6M | +17.0% | -6.9% | +23.9% | +16.8% |
| YTD | +47.4% | -22.5% | +69.9% | +48.4% |
| 1Y | +52.4% | -31.5% | +83.9% | +53.7% |
| 3Y | +20.8% | -14.4% | +35.2% | +18.7% |
| All | +20.8% | -8.8% | +29.6% | +18.7% |
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