+21.2%
IGV vs ACHR
-44.8%
+66.0%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.5% |
| 7D | -5.4% | -5.4% | 0.0% | -4.7% |
| 30D | -2.6% | -19.7% | +17.1% | +0.2% |
| 3M | +10.5% | +7.9% | +2.6% | +8.4% |
| 6M | +18.2% | -13.8% | +31.9% | +19.1% |
| YTD | -4.2% | -27.5% | +23.3% | -1.8% |
| 1Y | -9.8% | -33.9% | +24.1% | -7.4% |
| 3Y | +39.1% | -20.0% | +59.1% | +29.0% |
| 5Y | +21.2% | -44.0% | +65.2% | -1.5% |
| All | +21.2% | -44.8% | +66.0% | -1.5% |
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 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