+14.8%
IGV vs ACHR
-29.8%
+44.6%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -6.9% | +6.7% | +0.7% |
| 7D | +2.3% | -9.2% | +11.6% | +3.6% |
| 30D | -6.0% | -1.0% | -5.0% | -6.2% |
| 3M | -4.8% | -42.2% | +37.4% | +2.2% |
| 6M | +14.2% | -38.2% | +52.4% | +20.2% |
| YTD | -4.2% | -46.4% | +42.2% | +2.0% |
| 1Y | -5.3% | -49.4% | +44.1% | +1.4% |
| 3Y | +38.8% | -22.5% | +61.3% | +28.5% |
| All | +14.8% | -29.8% | +44.6% | -10.3% |
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