+92.3%
MA vs ACHR
-31.8%
+124.1%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +14.7% | -15.2% | -1.4% |
| 7D | +2.3% | +5.7% | -3.4% | +1.9% |
| 30D | +14.7% | -4.9% | +19.6% | +14.8% |
| 3M | +13.5% | -15.1% | +28.6% | +14.1% |
| 6M | +33.1% | -30.7% | +63.8% | +34.9% |
| YTD | +15.1% | -41.0% | +56.0% | +17.3% |
| 1Y | +18.7% | -50.0% | +68.7% | +22.2% |
| 3Y | +72.1% | -17.0% | +89.1% | +62.2% |
| All | +92.3% | -31.8% | +124.1% | +68.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling