+1,860.8%
FIX vs ACHR
-56.3%
+1,917.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +14.7% | -9.3% | +3.3% |
| 7D | -17.5% | +5.7% | -23.2% | -18.1% |
| 30D | -41.6% | -4.9% | -36.6% | -41.2% |
| 3M | -40.6% | -15.1% | -25.5% | -39.7% |
| 6M | -49.4% | -30.7% | -18.6% | -47.4% |
| YTD | +9.2% | -41.0% | +50.1% | +15.2% |
| 1Y | +6.5% | -50.0% | +56.5% | +14.5% |
| 3Y | +448.7% | -17.0% | +465.7% | +434.4% |
| 5Y | +948.7% | -29.4% | +978.1% | +843.7% |
| All | +1,860.8% | -56.3% | +1,917.1% | +1,611.1% |
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