+34.8%
NXPI vs ACHR
-19.0%
+53.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +3.2% | -0.1% | +2.5% |
| 7D | +1.7% | +18.0% | -16.3% | -1.1% |
| 30D | +19.7% | +3.6% | +16.0% | +18.7% |
| 3M | +14.5% | -28.4% | +43.0% | +20.0% |
| 6M | -11.2% | -25.7% | +14.5% | -8.4% |
| YTD | +25.8% | -35.4% | +61.2% | +31.4% |
| 1Y | +35.2% | -45.6% | +80.8% | +44.7% |
| 3Y | +52.3% | -2.2% | +54.5% | +35.7% |
| 5Y | +34.8% | -20.3% | +55.2% | -0.5% |
| All | +34.8% | -19.0% | +53.8% | -0.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling