+18.8%
JPM vs ACHR
-32.6%
+51.4%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.4% | -1.6% | +0.6% |
| 7D | -0.7% | -2.3% | +1.6% | -0.5% |
| 30D | -2.5% | -11.3% | +8.8% | -1.7% |
| 3M | +14.1% | +5.3% | +8.9% | +12.8% |
| 6M | +25.1% | -13.2% | +38.3% | +25.2% |
| YTD | +12.1% | -25.8% | +37.9% | +13.7% |
| 1Y | +18.8% | -34.3% | +53.1% | +23.4% |
| All | +18.8% | -32.6% | +51.4% | +23.4% |
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