+67.0%
MAR vs ACHR
-20.7%
+87.8%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -5.7% | +6.5% | +1.3% |
| 7D | -0.5% | -2.7% | +2.2% | -0.3% |
| 30D | -4.7% | -12.1% | +7.5% | -3.8% |
| 3M | -15.6% | +3.4% | -19.0% | -16.6% |
| 6M | +1.2% | -15.6% | +16.9% | +1.5% |
| YTD | +7.5% | -26.9% | +34.4% | +8.8% |
| 1Y | +26.6% | -34.8% | +61.4% | +28.2% |
| All | +67.0% | -20.7% | +87.8% | +64.6% |
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