+51.2%
JNJ vs ACHR
-58.8%
+110.0%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.2% | +4.1% | +3.8% |
| 7D | +1.9% | -5.1% | +7.0% | +1.7% |
| 30D | +9.2% | -12.7% | +22.0% | +8.7% |
| 3M | +8.9% | -22.4% | +31.3% | +8.2% |
| 6M | +24.6% | -28.6% | +53.2% | +24.2% |
| YTD | +35.7% | -45.2% | +80.9% | +34.5% |
| 1Y | +51.2% | -56.9% | +108.1% | +50.0% |
| All | +51.2% | -58.8% | +110.0% | +50.0% |
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