+2,045.7%
FIX vs ACHR
-60.3%
+2,106.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -6.9% | +5.5% | -0.3% |
| 7D | +9.4% | -9.2% | +18.7% | +11.0% |
| 30D | -27.8% | -1.0% | -26.8% | -27.7% |
| 3M | -35.6% | -42.2% | +6.6% | -30.5% |
| 6M | -45.2% | -38.2% | -7.0% | -42.2% |
| YTD | +19.5% | -46.4% | +65.9% | +27.8% |
| 1Y | +24.2% | -49.4% | +73.6% | +33.8% |
| 3Y | +494.2% | -22.5% | +516.7% | +485.9% |
| 5Y | +1,036.1% | -29.8% | +1,065.9% | +938.2% |
| All | +2,045.7% | -60.3% | +2,106.0% | +1,799.4% |
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