-41.6%
ORCL vs ACHR
-52.5%
+10.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -6.9% | +5.5% | +0.8% |
| 7D | +8.0% | -9.2% | +17.2% | +11.0% |
| 30D | -4.0% | -1.0% | -3.0% | -4.1% |
| 3M | -19.5% | -42.2% | +22.7% | -5.5% |
| 6M | -33.5% | -38.2% | +4.7% | -23.5% |
| YTD | -34.8% | -46.4% | +11.6% | -25.1% |
| 1Y | -41.6% | -49.4% | +7.8% | -31.8% |
| All | -41.6% | -52.5% | +10.9% | -31.8% |
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 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