+541.8%
GE vs ACHR
-43.7%
+585.6%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.9% | +2.0% | +1.2% |
| 7D | -1.6% | -0.7% | -0.9% | -1.5% |
| 30D | -11.6% | +9.8% | -21.4% | -12.5% |
| 3M | +3.0% | -10.5% | +13.5% | +3.1% |
| 6M | -0.5% | -15.5% | +15.0% | -0.1% |
| YTD | +9.7% | -24.1% | +33.8% | +10.8% |
| 1Y | +20.0% | -32.4% | +52.5% | +21.5% |
| 3Y | +275.8% | -11.6% | +287.4% | +257.3% |
| 5Y | +429.1% | -42.9% | +472.0% | +336.5% |
| All | +541.8% | -43.7% | +585.6% | +410.1% |
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