+15.9%
NOW vs ACHR
-45.8%
+61.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -5.7% | +3.4% | -1.5% |
| 7D | -4.1% | -2.7% | -1.4% | -3.7% |
| 30D | +2.9% | -12.1% | +15.0% | +4.7% |
| 3M | +22.6% | +3.4% | +19.2% | +20.5% |
| 6M | +7.5% | -15.6% | +23.2% | +8.8% |
| YTD | -14.4% | -26.9% | +12.4% | -12.2% |
| 1Y | -29.8% | -34.8% | +5.0% | -27.7% |
| 3Y | +9.2% | -19.2% | +28.5% | -1.4% |
| 5Y | +0.8% | -43.8% | +44.6% | -19.4% |
| All | +15.9% | -45.8% | +61.8% | -6.0% |
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