+84.7%
META vs ACHR
-25.3%
+110.0%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -10.9% | +10.1% | +0.7% |
| 7D | +3.1% | +11.9% | -8.8% | +1.2% |
| 30D | -18.2% | -2.5% | -15.7% | -18.2% |
| 3M | +7.8% | -31.2% | +39.0% | +12.8% |
| 6M | +3.6% | -32.2% | +35.8% | +7.5% |
| YTD | -5.3% | -42.4% | +37.1% | -0.4% |
| 1Y | +2.7% | -49.9% | +52.7% | +9.9% |
| 3Y | +91.5% | -12.9% | +104.4% | +68.5% |
| 5Y | +84.7% | -24.6% | +109.3% | +31.1% |
| All | +84.7% | -25.3% | +110.0% | +31.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling