+46.1%
MRK vs ACHR
-21.5%
+67.6%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -1.0% | -1.9% |
| 7D | -5.0% | -5.4% | +0.4% | -5.0% |
| 30D | +11.0% | -19.7% | +30.7% | +11.0% |
| 3M | +22.4% | +7.9% | +14.5% | +22.4% |
| 6M | +25.4% | -13.8% | +39.2% | +25.7% |
| YTD | +39.5% | -27.5% | +67.0% | +40.0% |
| 1Y | +78.0% | -33.9% | +111.9% | +78.7% |
| All | +46.1% | -21.5% | +67.6% | +44.9% |
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