+11.8%
CRM vs ACHR
-19.6%
+31.4%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.4% | -0.4% | +1.7% |
| 7D | -4.4% | -2.3% | -2.2% | -4.2% |
| 30D | +28.1% | -11.3% | +39.4% | +29.6% |
| 3M | +48.8% | +5.3% | +43.5% | +47.1% |
| 6M | +28.3% | -13.2% | +41.5% | +28.8% |
| YTD | -6.0% | -25.8% | +19.8% | -4.5% |
| 1Y | +1.4% | -34.3% | +35.7% | +3.6% |
| 3Y | +11.8% | -19.9% | +31.8% | +9.8% |
| All | +11.8% | -19.6% | +31.4% | +9.8% |
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