+218.1%
NET vs ACHR
-59.4%
+277.5%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.2% | -2.3% | -2.5% |
| 7D | -16.4% | -5.1% | -11.3% | -15.2% |
| 30D | -25.8% | -12.7% | -13.1% | -23.4% |
| 3M | -11.5% | -22.4% | +10.9% | -6.4% |
| 6M | +18.9% | -28.6% | +47.5% | +26.0% |
| YTD | +35.2% | -45.2% | +80.4% | +51.0% |
| 1Y | +14.5% | -56.9% | +71.4% | +34.8% |
| 3Y | +313.8% | -24.7% | +338.5% | +251.7% |
| 5Y | +32.6% | -36.8% | +69.4% | -12.5% |
| All | +218.1% | -59.4% | +277.5% | +146.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling