+52.2%
EEM vs ACHR
-43.7%
+95.9%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.9% | +2.7% | +1.9% |
| 7D | +2.3% | -0.7% | +3.0% | +2.4% |
| 30D | +4.5% | +9.8% | -5.3% | +3.4% |
| 3M | -0.1% | -10.5% | +10.4% | +0.2% |
| 6M | +16.9% | -15.5% | +32.5% | +17.6% |
| YTD | +26.2% | -24.1% | +50.3% | +27.7% |
| 1Y | +40.5% | -32.4% | +72.9% | +42.5% |
| 3Y | +86.2% | -11.6% | +97.8% | +75.6% |
| 5Y | +45.5% | -42.9% | +88.4% | +32.4% |
| All | +52.2% | -43.7% | +95.9% | +35.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling