-10.0%
LOW vs ACHR
-21.5%
+11.5%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -1.0% |
| 7D | -2.6% | -5.4% | +2.8% | -2.3% |
| 30D | -11.1% | -19.7% | +8.6% | -10.1% |
| 3M | -8.5% | +7.9% | -16.4% | -9.3% |
| 6M | -20.8% | -13.8% | -7.1% | -20.7% |
| YTD | -17.2% | -27.5% | +10.3% | -16.4% |
| 1Y | -24.7% | -33.9% | +9.2% | -24.2% |
| All | -10.0% | -21.5% | +11.5% | -14.1% |
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