+242.6%
MAR vs ACHR
-60.3%
+302.9%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -6.9% | +6.6% | +0.2% |
| 7D | +1.6% | -9.2% | +10.8% | +2.3% |
| 30D | +13.8% | -1.0% | +14.8% | +13.6% |
| 3M | +20.3% | -42.2% | +62.5% | +25.4% |
| 6M | +21.3% | -38.2% | +59.5% | +24.6% |
| YTD | +37.2% | -46.4% | +83.6% | +41.9% |
| 1Y | +48.4% | -49.4% | +97.8% | +53.9% |
| 3Y | +120.1% | -22.5% | +142.6% | +107.0% |
| 5Y | +182.1% | -29.8% | +211.9% | +142.5% |
| All | +242.6% | -60.3% | +302.9% | +181.2% |
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