+85.5%
KRE vs ACHR
-21.5%
+107.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.4% | +0.6% |
| 7D | -1.4% | -5.4% | +4.0% | -0.8% |
| 30D | -3.9% | -19.7% | +15.8% | -1.7% |
| 3M | +3.6% | +7.9% | -4.3% | +1.6% |
| 6M | +15.4% | -13.8% | +29.1% | +15.6% |
| YTD | +15.2% | -27.5% | +42.7% | +17.5% |
| 1Y | +16.5% | -33.9% | +50.4% | +18.9% |
| All | +85.5% | -21.5% | +107.0% | +72.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling