+93.9%
ORCL vs ACHR
-56.3%
+150.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +14.7% | -13.9% | -0.9% |
| 7D | -11.2% | +5.7% | -16.9% | -11.8% |
| 30D | -18.8% | -4.9% | -13.9% | -18.4% |
| 3M | -18.8% | -15.1% | -3.7% | -17.6% |
| 6M | -39.7% | -30.7% | -9.0% | -37.7% |
| YTD | -39.6% | -41.0% | +1.3% | -36.8% |
| 1Y | -51.7% | -50.0% | -1.7% | -48.8% |
| 3Y | +10.2% | -17.0% | +27.2% | +8.5% |
| 5Y | +30.8% | -29.4% | +60.2% | +22.8% |
| All | +93.9% | -56.3% | +150.1% | +75.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling