-0.8%
MSFT vs ACHR
-32.2%
+31.4%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.2% | -1.9% |
| 7D | -2.7% | -0.7% | -2.0% | -2.6% |
| 30D | +2.7% | +9.8% | -7.1% | +1.1% |
| 3M | +17.0% | -10.5% | +27.5% | +16.8% |
| 6M | +23.8% | -15.5% | +39.4% | +23.5% |
| YTD | +4.0% | -24.1% | +28.0% | +4.0% |
| 1Y | -0.8% | -32.4% | +31.6% | -0.5% |
| All | -0.8% | -32.2% | +31.4% | -0.5% |
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