+97.0%
META vs ACHR
-7.8%
+104.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.1% | +2.1% | +0.2% |
| 7D | +3.3% | +14.0% | -10.8% | +1.8% |
| 30D | -10.8% | -5.0% | -5.7% | -10.5% |
| 3M | +7.9% | -24.8% | +32.7% | +10.5% |
| 6M | +5.4% | -27.3% | +32.7% | +7.5% |
| YTD | -2.6% | -37.4% | +34.8% | +0.1% |
| 1Y | +1.9% | -44.3% | +46.1% | +5.5% |
| 3Y | +97.0% | -5.2% | +102.2% | +90.7% |
| All | +97.0% | -7.8% | +104.8% | +90.7% |
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 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