+9.0%
MSFT vs ACHR
-58.8%
+67.8%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -0.2% | +6.9% | +6.7% |
| 7D | +4.7% | -5.1% | +9.7% | +5.4% |
| 30D | +5.8% | -12.7% | +18.5% | +7.6% |
| 3M | +13.0% | -22.4% | +35.4% | +16.1% |
| 6M | +34.9% | -28.6% | +63.5% | +38.5% |
| YTD | +15.7% | -45.2% | +60.9% | +19.9% |
| 1Y | +9.0% | -56.9% | +65.9% | +14.4% |
| All | +9.0% | -58.8% | +67.8% | +14.4% |
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