+136.0%
GOOG vs ACHR
-42.8%
+178.8%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.4% | -0.9% | +1.3% |
| 7D | 0.0% | -2.3% | +2.3% | +0.3% |
| 30D | -2.0% | -11.3% | +9.3% | -0.9% |
| 3M | -5.9% | +5.3% | -11.1% | -7.1% |
| 6M | +8.9% | -13.2% | +22.1% | +9.2% |
| YTD | +7.1% | -25.8% | +32.9% | +8.6% |
| 1Y | +39.7% | -34.3% | +74.0% | +42.3% |
| 3Y | +145.8% | -19.9% | +165.8% | +129.6% |
| All | +136.0% | -42.8% | +178.8% | +87.4% |
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 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