-9.6%
NOW vs ACHR
-60.3%
+50.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -6.9% | +8.5% | +2.6% |
| 7D | +0.3% | -9.2% | +9.5% | +1.6% |
| 30D | -27.0% | -1.0% | -26.0% | -27.2% |
| 3M | -19.6% | -42.2% | +22.5% | -13.4% |
| 6M | +17.5% | -38.2% | +55.7% | +23.9% |
| YTD | -33.3% | -46.4% | +13.2% | -28.7% |
| 1Y | -39.8% | -49.4% | +9.5% | -35.4% |
| 3Y | -19.9% | -22.5% | +2.6% | -28.1% |
| 5Y | -26.1% | -29.8% | +3.7% | -43.3% |
| All | -9.6% | -60.3% | +50.7% | -23.7% |
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 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