-9.1%
NOW vs ACHR
-52.6%
+43.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +8.3% | -7.6% | -0.5% |
| 7D | -3.1% | +15.3% | -18.4% | -5.3% |
| 30D | -27.0% | -3.0% | -24.0% | -27.0% |
| 3M | -17.7% | -14.0% | -3.8% | -16.5% |
| 6M | +12.7% | -25.8% | +38.5% | +15.8% |
| YTD | -32.9% | -36.0% | +3.1% | -30.2% |
| 1Y | -40.4% | -41.2% | +0.8% | -37.4% |
| 3Y | -17.1% | -8.6% | -8.5% | -27.4% |
| 5Y | -25.7% | -20.6% | -5.0% | -44.1% |
| All | -9.1% | -52.6% | +43.5% | -25.3% |
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