+2,045.3%
FIX vs ACHR
-52.6%
+2,097.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +8.3% | +1.1% | +8.2% |
| 7D | -7.2% | +15.3% | -22.6% | -9.1% |
| 30D | -35.1% | -3.0% | -32.1% | -34.9% |
| 3M | -34.3% | -14.0% | -20.3% | -33.3% |
| 6M | -42.9% | -25.8% | -17.2% | -41.3% |
| YTD | +19.5% | -36.0% | +55.5% | +24.6% |
| 1Y | +16.8% | -41.2% | +58.0% | +23.0% |
| 3Y | +506.7% | -8.6% | +515.3% | +483.5% |
| 5Y | +1,046.7% | -20.6% | +1,067.3% | +920.7% |
| All | +2,045.3% | -52.6% | +2,097.9% | +1,751.0% |
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 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