+3,076.7%
FIX vs ACHR
-42.6%
+3,119.3%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.1% | +0.3% | +2.1% |
| 7D | +6.1% | +4.9% | +1.2% | +5.3% |
| 30D | -2.7% | +4.3% | -7.0% | -3.7% |
| 3M | -10.9% | +1.7% | -12.7% | -12.1% |
| 6M | +29.0% | -6.9% | +35.9% | +28.6% |
| YTD | +76.9% | -22.5% | +99.4% | +79.9% |
| 1Y | +130.7% | -31.5% | +162.2% | +136.7% |
| 3Y | +790.7% | -14.4% | +805.1% | +749.8% |
| 5Y | +2,185.6% | -41.6% | +2,227.2% | +1,832.4% |
| All | +3,076.7% | -42.6% | +3,119.3% | +2,573.2% |
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