+232.8%
NET vs ACHR
-43.7%
+276.5%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.1% | -1.7% |
| 7D | -7.0% | -0.7% | -6.3% | -6.8% |
| 30D | -4.8% | +9.8% | -14.6% | -7.2% |
| 3M | +3.8% | -10.5% | +14.3% | +5.0% |
| 6M | +50.0% | -15.5% | +65.6% | +52.6% |
| YTD | +41.5% | -24.1% | +65.5% | +46.4% |
| 1Y | +32.8% | -32.4% | +65.3% | +38.7% |
| 3Y | +335.9% | -11.6% | +347.5% | +260.0% |
| 5Y | +113.8% | -42.9% | +156.7% | +43.3% |
| All | +232.8% | -43.7% | +276.5% | +139.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling