+50.3%
EEM vs ACHR
-45.0%
+95.3%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.4% | -1.1% | +1.0% |
| 7D | -1.3% | -2.3% | +1.0% | -1.1% |
| 30D | +2.1% | -11.3% | +13.4% | +3.0% |
| 3M | +1.0% | +5.3% | -4.3% | -0.1% |
| 6M | +15.9% | -13.2% | +29.1% | +16.4% |
| YTD | +24.6% | -25.8% | +50.4% | +26.3% |
| 1Y | +32.3% | -34.3% | +66.6% | +34.4% |
| 3Y | +85.9% | -19.9% | +105.9% | +76.8% |
| 5Y | +45.4% | -42.7% | +88.0% | +32.1% |
| All | +50.3% | -45.0% | +95.3% | +33.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling