+129.9%
MRK vs ACHR
-42.8%
+172.6%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.4% | -2.9% | -0.5% |
| 7D | -4.3% | -2.3% | -2.0% | -4.3% |
| 30D | +8.3% | -11.3% | +19.6% | +8.3% |
| 3M | +20.0% | +5.3% | +14.8% | +20.1% |
| 6M | +25.7% | -13.2% | +38.9% | +25.8% |
| YTD | +38.7% | -25.8% | +64.5% | +39.0% |
| 1Y | +74.7% | -34.3% | +109.0% | +75.0% |
| 3Y | +45.4% | -19.9% | +65.3% | +45.0% |
| All | +129.9% | -42.8% | +172.6% | +112.7% |
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 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