+717.3%
FLEX vs ACHR
-43.7%
+761.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.9% | +2.4% | +1.6% |
| 7D | -0.9% | -0.7% | -0.2% | -0.8% |
| 30D | -10.1% | +9.8% | -20.0% | -11.9% |
| 3M | -31.3% | -10.5% | -20.8% | -30.9% |
| 6M | +71.3% | -15.5% | +86.8% | +73.7% |
| YTD | +81.2% | -24.1% | +105.3% | +85.7% |
| 1Y | +98.5% | -32.4% | +130.9% | +104.6% |
| 3Y | +428.2% | -11.6% | +439.9% | +397.0% |
| 5Y | +657.3% | -42.9% | +700.2% | +576.4% |
| All | +717.3% | -43.7% | +761.1% | +609.1% |
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 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