+44.9%
MO vs ACHR
-60.7%
+105.6%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -6.1% | +5.5% | -1.1% |
| 7D | +1.1% | -11.6% | +12.7% | 0.0% |
| 30D | +13.2% | -16.8% | +29.9% | +11.5% |
| 3M | +15.2% | -25.6% | +40.7% | +12.9% |
| 6M | +9.9% | -33.7% | +43.6% | +7.8% |
| YTD | +41.1% | -48.5% | +89.6% | +38.3% |
| 1Y | +44.9% | -59.6% | +104.5% | +42.0% |
| All | +44.9% | -60.7% | +105.6% | +42.0% |
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