+56.9%
ON vs ACHR
-44.8%
+101.7%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.7% | +5.5% | +1.0% |
| 7D | -1.9% | -2.7% | +0.8% | -1.4% |
| 30D | -11.0% | -12.1% | +1.1% | -9.1% |
| 3M | -39.3% | +3.4% | -42.7% | -40.6% |
| 6M | +19.8% | -15.6% | +35.5% | +22.0% |
| YTD | +31.1% | -26.9% | +57.9% | +36.3% |
| 1Y | +46.0% | -34.8% | +80.7% | +53.2% |
| 3Y | -27.5% | -19.2% | -8.3% | -35.4% |
| 5Y | +56.9% | -43.8% | +100.7% | +10.6% |
| All | +56.9% | -44.8% | +101.7% | +10.6% |
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