+122.9%
META vs ACHR
-56.3%
+179.1%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +14.7% | -13.9% | -1.2% |
| 7D | -0.8% | +5.7% | -6.5% | -1.7% |
| 30D | -15.4% | -4.9% | -10.5% | -15.1% |
| 3M | +3.5% | -15.1% | +18.6% | +5.1% |
| 6M | -0.3% | -30.7% | +30.5% | +3.2% |
| YTD | -7.3% | -41.0% | +33.6% | -2.8% |
| 1Y | -1.1% | -50.0% | +48.9% | +5.7% |
| 3Y | +95.1% | -17.0% | +112.1% | +74.4% |
| 5Y | +80.6% | -29.4% | +110.0% | +36.1% |
| All | +122.9% | -56.3% | +179.1% | +65.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling