+186.2%
ORLY vs ACHR
-45.8%
+232.0%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -5.7% | +5.9% | +0.2% |
| 7D | -1.0% | -2.7% | +1.6% | -1.0% |
| 30D | -6.7% | -12.1% | +5.5% | -6.6% |
| 3M | -3.8% | +3.4% | -7.2% | -3.8% |
| 6M | -9.0% | -15.6% | +6.6% | -8.9% |
| YTD | -5.6% | -26.9% | +21.2% | -5.5% |
| 1Y | -19.5% | -34.8% | +15.3% | -19.4% |
| 3Y | +34.7% | -19.2% | +54.0% | +33.3% |
| 5Y | +118.0% | -43.8% | +161.8% | +123.0% |
| All | +186.2% | -45.8% | +232.0% | +184.2% |
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