+43.5%
F vs ACHR
-19.6%
+63.0%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +14.7% | -15.4% | -2.5% |
| 7D | +1.6% | +5.7% | -4.2% | +0.7% |
| 30D | +2.6% | -4.9% | +7.6% | +3.0% |
| 3M | -8.8% | -15.1% | +6.3% | -7.5% |
| 6M | +4.6% | -30.7% | +35.4% | +8.2% |
| YTD | -1.9% | -41.0% | +39.1% | +2.7% |
| 1Y | -0.8% | -50.0% | +49.2% | +5.5% |
| 3Y | +43.5% | -17.0% | +60.5% | +33.0% |
| All | +43.5% | -19.6% | +63.0% | +33.0% |
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 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