+26.4%
IWM vs ACHR
-32.2%
+58.6%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.1% | +0.4% |
| 7D | +0.1% | -0.7% | +0.8% | +0.2% |
| 30D | -1.3% | +9.8% | -11.1% | -3.2% |
| 3M | +1.6% | -10.5% | +12.1% | +2.6% |
| 6M | +13.6% | -15.5% | +29.1% | +15.0% |
| YTD | +20.8% | -24.1% | +44.8% | +23.7% |
| 1Y | +26.4% | -32.4% | +58.8% | +34.1% |
| All | +26.4% | -32.2% | +58.6% | +34.1% |
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