+19.4%
IVV vs ACHR
-32.1%
+51.4%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.1% | -2.7% | -0.8% |
| 7D | +0.5% | +4.9% | -4.4% | +0.1% |
| 30D | -1.0% | +4.3% | -5.3% | -1.6% |
| 3M | +3.9% | +1.7% | +2.1% | +3.0% |
| 6M | +14.5% | -6.9% | +21.4% | +14.1% |
| YTD | +12.9% | -22.5% | +35.4% | +13.5% |
| 1Y | +19.4% | -31.5% | +50.9% | +22.7% |
| All | +19.4% | -32.1% | +51.4% | +22.7% |
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