-9.9%
IGV vs ACHR
-34.2%
+24.2%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.5% |
| 7D | -5.4% | -5.4% | 0.0% | -4.5% |
| 30D | -2.6% | -19.7% | +17.1% | +0.9% |
| 3M | +10.5% | +7.9% | +2.6% | +8.1% |
| 6M | +18.2% | -13.8% | +31.9% | +19.2% |
| YTD | -4.2% | -27.5% | +23.3% | -2.0% |
| All | -9.9% | -34.2% | +24.2% | -5.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling