+36.6%
ORLY vs ACHR
-19.6%
+56.2%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.4% | -2.0% | +0.4% |
| 7D | -2.4% | -2.3% | -0.1% | -2.4% |
| 30D | -6.8% | -11.3% | +4.5% | -6.9% |
| 3M | -4.8% | +5.3% | -10.0% | -4.5% |
| 6M | -9.1% | -13.2% | +4.1% | -8.9% |
| YTD | -5.9% | -25.8% | +19.9% | -5.8% |
| 1Y | -20.4% | -34.3% | +13.9% | -20.3% |
| 3Y | +36.6% | -19.9% | +56.5% | +40.5% |
| All | +36.6% | -19.6% | +56.2% | +40.5% |
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