+502.5%
FIX vs ACHR
-13.2%
+515.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -10.9% | +8.1% | -0.4% |
| 7D | +17.0% | +11.9% | +5.1% | +14.0% |
| 30D | -30.6% | -2.5% | -28.1% | -30.3% |
| 3M | -35.0% | -31.2% | -3.9% | -30.2% |
| 6M | -44.0% | -32.2% | -11.7% | -40.5% |
| YTD | +21.1% | -42.4% | +63.6% | +31.6% |
| 1Y | +16.3% | -49.9% | +66.2% | +29.7% |
| All | +502.5% | -13.2% | +515.7% | +476.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling