+417.9%
GE vs ACHR
-44.8%
+462.8%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -5.7% | +2.8% | -2.3% |
| 7D | -1.2% | -2.7% | +1.4% | -1.0% |
| 30D | -11.3% | -12.1% | +0.9% | -10.4% |
| 3M | -1.4% | +3.4% | -4.8% | -2.4% |
| 6M | +1.2% | -15.6% | +16.9% | +1.7% |
| YTD | +5.9% | -26.9% | +32.8% | +7.4% |
| 1Y | +18.4% | -34.8% | +53.2% | +20.3% |
| 3Y | +271.0% | -19.2% | +290.2% | +253.3% |
| 5Y | +417.9% | -43.8% | +461.7% | +323.2% |
| All | +417.9% | -44.8% | +462.8% | +323.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling