+48.2%
MMM vs ACHR
-21.9%
+70.1%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +8.3% | -6.5% | +1.2% |
| 7D | +5.8% | +15.3% | -9.6% | +4.5% |
| 30D | +17.9% | -3.0% | +20.9% | +17.9% |
| 3M | +3.6% | -14.0% | +17.5% | +4.3% |
| 6M | +32.9% | -25.8% | +58.7% | +34.6% |
| YTD | +19.5% | -36.0% | +55.5% | +22.0% |
| 1Y | +16.5% | -41.2% | +57.7% | +19.5% |
| 3Y | +167.2% | -8.6% | +175.7% | +151.8% |
| 5Y | +48.2% | -20.6% | +68.9% | +32.3% |
| All | +48.2% | -21.9% | +70.1% | +32.3% |
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