-31.1%
ORCL vs ACHR
-32.1%
+1.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.1% | +0.3% | +1.8% |
| 7D | +15.0% | +4.9% | +10.1% | +13.7% |
| 30D | +10.5% | +4.3% | +6.2% | +8.5% |
| 3M | -23.0% | +1.7% | -24.8% | -24.4% |
| 6M | +7.0% | -6.9% | +13.9% | +7.1% |
| YTD | -15.8% | -22.5% | +6.7% | -13.7% |
| 1Y | -31.1% | -31.5% | +0.4% | -20.4% |
| All | -31.1% | -32.1% | +1.0% | -20.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling