+75.4%
IVV vs ACHR
-19.6%
+95.0%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +14.7% | -14.4% | -0.9% |
| 7D | -2.7% | +5.7% | -8.4% | -3.2% |
| 30D | -5.4% | -4.9% | -0.4% | -5.2% |
| 3M | -4.1% | -15.1% | +11.0% | -3.3% |
| 6M | +0.7% | -30.7% | +31.5% | +2.7% |
| YTD | +8.7% | -41.0% | +49.7% | +11.7% |
| 1Y | +11.0% | -50.0% | +61.0% | +15.2% |
| 3Y | +75.4% | -17.0% | +92.4% | +71.7% |
| All | +75.4% | -19.6% | +95.0% | +71.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling