+13.8%
ORCL vs ACHR
-19.2%
+33.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -6.9% | +5.5% | -0.2% |
| 7D | +8.0% | -9.2% | +17.2% | +9.7% |
| 30D | -4.0% | -1.0% | -3.0% | -4.0% |
| 3M | -19.5% | -42.2% | +22.7% | -12.2% |
| 6M | -33.5% | -38.2% | +4.7% | -29.0% |
| YTD | -34.8% | -46.4% | +11.6% | -29.5% |
| 1Y | -41.6% | -49.4% | +7.8% | -36.4% |
| 3Y | +13.8% | -22.5% | +36.3% | +15.7% |
| All | +13.8% | -19.2% | +33.0% | +15.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling