-8.6%
MCD vs ACHR
-51.1%
+42.5%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -10.9% | +10.5% | -0.6% |
| 7D | -1.6% | +11.9% | -13.5% | -1.4% |
| 30D | +16.0% | -2.5% | +18.5% | +16.1% |
| 3M | 0.0% | -31.2% | +31.1% | -0.5% |
| 6M | +0.9% | -32.2% | +33.2% | +0.5% |
| YTD | -8.7% | -42.4% | +33.7% | -9.8% |
| 1Y | -8.6% | -49.9% | +41.4% | -9.2% |
| All | -8.6% | -51.1% | +42.5% | -9.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling