+14.4%
FIX vs ACHR
-58.8%
+73.2%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.1% | -0.2% | -14.8% | -15.0% |
| 7D | -18.9% | -5.1% | -13.8% | -17.7% |
| 30D | -36.3% | -12.7% | -23.6% | -34.0% |
| 3M | -38.5% | -22.4% | -16.1% | -35.8% |
| 6M | -42.3% | -28.6% | -13.7% | -38.9% |
| YTD | +17.1% | -45.2% | +62.3% | +29.3% |
| 1Y | +14.4% | -56.9% | +71.3% | +35.9% |
| All | +14.4% | -58.8% | +73.2% | +35.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling