+46.0%
F vs ACHR
-19.2%
+65.2%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -6.9% | +7.0% | +0.9% |
| 7D | -3.1% | -9.2% | +6.1% | -2.0% |
| 30D | 0.0% | -1.0% | +1.0% | -0.2% |
| 3M | -13.2% | -42.2% | +29.0% | -7.6% |
| 6M | -10.2% | -38.2% | +28.0% | -6.0% |
| YTD | -4.9% | -46.4% | +41.5% | +0.6% |
| 1Y | -6.1% | -49.4% | +43.3% | -0.2% |
| 3Y | +46.0% | -22.5% | +68.5% | +36.8% |
| All | +46.0% | -19.2% | +65.2% | +36.8% |
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