+489.4%
FLEX vs ACHR
-52.1%
+541.5%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +3.2% | +0.6% | +3.3% |
| 7D | +2.2% | +18.0% | -15.7% | -0.4% |
| 30D | -32.6% | +3.6% | -36.3% | -32.9% |
| 3M | -35.5% | -28.4% | -7.1% | -32.2% |
| 6M | -45.6% | -25.7% | -19.9% | -43.6% |
| YTD | +30.7% | -35.4% | +66.1% | +37.5% |
| 1Y | +28.4% | -45.6% | +74.0% | +37.9% |
| 3Y | +301.7% | -2.2% | +303.9% | +278.1% |
| 5Y | +473.3% | -20.3% | +493.6% | +400.9% |
| All | +489.4% | -52.1% | +541.5% | +425.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling