+68.0%
COST vs ACHR
-21.5%
+89.5%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | 0.0% |
| 7D | -2.5% | -5.4% | +2.9% | -2.4% |
| 30D | -4.4% | -19.7% | +15.3% | -4.1% |
| 3M | -8.1% | +7.9% | -16.0% | -8.3% |
| 6M | -9.2% | -13.8% | +4.5% | -9.1% |
| YTD | +5.1% | -27.5% | +32.6% | +5.6% |
| 1Y | -5.1% | -33.9% | +28.9% | -4.7% |
| All | +68.0% | -21.5% | +89.5% | +64.8% |
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