+92.5%
KO vs ACHR
-46.3%
+138.8%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +0.3% |
| 7D | -1.1% | -5.4% | +4.3% | -1.1% |
| 30D | +1.6% | -19.7% | +21.3% | +1.6% |
| 3M | +5.8% | +7.9% | -2.2% | +5.8% |
| 6M | +14.3% | -13.8% | +28.1% | +14.3% |
| YTD | +27.3% | -27.5% | +54.8% | +27.4% |
| 1Y | +33.2% | -33.9% | +67.1% | +33.2% |
| 3Y | +64.5% | -20.0% | +84.4% | +62.4% |
| 5Y | +83.1% | -44.0% | +127.1% | +82.0% |
| All | +92.5% | -46.3% | +138.8% | +84.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling