+483.4%
FLEX vs ACHR
-52.6%
+536.0%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +8.3% | +3.7% | +10.6% |
| 7D | -7.2% | +15.3% | -22.5% | -9.2% |
| 30D | -34.8% | -3.0% | -31.7% | -34.3% |
| 3M | -35.6% | -14.0% | -21.6% | -34.3% |
| 6M | -45.0% | -25.8% | -19.2% | -43.0% |
| YTD | +29.4% | -36.0% | +65.4% | +36.3% |
| 1Y | +24.8% | -41.2% | +66.0% | +32.7% |
| 3Y | +304.4% | -8.6% | +313.0% | +283.6% |
| 5Y | +484.1% | -20.6% | +504.7% | +410.8% |
| All | +483.4% | -52.6% | +536.0% | +420.5% |
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