+33.3%
ORCL vs ACHR
-8.8%
+42.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.1% | +0.3% | +2.0% |
| 7D | +15.0% | +4.9% | +10.1% | +14.1% |
| 30D | +10.5% | +4.3% | +6.2% | +9.3% |
| 3M | -23.0% | +1.7% | -24.8% | -24.1% |
| 6M | +7.0% | -6.9% | +13.9% | +7.0% |
| YTD | -15.8% | -22.5% | +6.7% | -13.9% |
| 1Y | -31.1% | -31.5% | +0.4% | -29.0% |
| 3Y | +33.3% | -14.4% | +47.7% | +47.8% |
| All | +33.3% | -8.8% | +42.0% | +47.8% |
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 2023-09-08 to 2026-09-08: 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling