+516.2%
GE vs ACHR
-45.0%
+561.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.4% | -2.5% | -0.3% |
| 7D | -4.0% | -2.3% | -1.7% | -3.8% |
| 30D | -11.4% | -11.3% | -0.1% | -10.6% |
| 3M | -2.6% | +5.3% | -7.9% | -3.7% |
| 6M | -0.3% | -13.2% | +12.9% | -0.1% |
| YTD | +5.4% | -25.8% | +31.2% | +6.6% |
| 1Y | +15.5% | -34.3% | +49.8% | +17.2% |
| 3Y | +260.8% | -19.9% | +280.7% | +245.7% |
| 5Y | +421.6% | -42.7% | +464.3% | +332.0% |
| All | +516.2% | -45.0% | +561.2% | +390.6% |
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