+532.7%
GE vs ACHR
-60.3%
+593.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -6.9% | +7.2% | +0.9% |
| 7D | +2.7% | -9.2% | +11.9% | +3.5% |
| 30D | +8.1% | -1.0% | +9.1% | +8.0% |
| 3M | -7.9% | -42.2% | +34.3% | -3.9% |
| 6M | +12.9% | -38.2% | +51.1% | +16.3% |
| YTD | +8.2% | -46.4% | +54.6% | +12.1% |
| 1Y | +9.7% | -49.4% | +59.0% | +14.1% |
| 3Y | +266.1% | -22.5% | +288.6% | +252.5% |
| 5Y | +407.4% | -29.8% | +437.2% | +347.4% |
| All | +532.7% | -60.3% | +593.0% | +416.4% |
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