+125.3%
ON vs ACHR
-60.3%
+185.6%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -6.9% | +3.3% | -2.2% |
| 7D | +12.2% | -9.2% | +21.5% | +14.4% |
| 30D | -3.1% | -1.0% | -2.2% | -3.2% |
| 3M | -12.9% | -42.2% | +29.3% | -3.0% |
| 6M | -38.6% | -38.2% | -0.4% | -33.4% |
| YTD | +31.2% | -46.4% | +77.6% | +44.8% |
| 1Y | +47.6% | -49.4% | +97.0% | +64.4% |
| 3Y | +6.6% | -22.5% | +29.1% | -3.7% |
| 5Y | +21.3% | -29.8% | +51.1% | -8.9% |
| All | +125.3% | -60.3% | +185.6% | +70.9% |
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