+18.4%
IWM vs ACHR
-52.5%
+70.9%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -6.9% | +6.6% | +0.7% |
| 7D | +1.4% | -9.2% | +10.6% | +2.8% |
| 30D | +2.3% | -1.0% | +3.3% | +2.1% |
| 3M | -8.3% | -42.2% | +33.9% | -1.1% |
| 6M | -1.3% | -38.2% | +36.9% | +5.4% |
| YTD | +13.5% | -46.4% | +59.9% | +22.7% |
| 1Y | +18.4% | -49.4% | +67.8% | +29.0% |
| All | +18.4% | -52.5% | +70.9% | +29.0% |
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