+126.0%
PCAR vs ACHR
-57.3%
+183.3%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -10.9% | +9.2% | -1.0% |
| 7D | +2.1% | +11.9% | -9.8% | +1.3% |
| 30D | -1.2% | -2.5% | +1.3% | -1.2% |
| 3M | -18.6% | -31.2% | +12.6% | -17.0% |
| 6M | -5.1% | -32.2% | +27.2% | -3.7% |
| YTD | -1.8% | -42.4% | +40.7% | +0.3% |
| 1Y | +10.6% | -49.9% | +60.6% | +13.7% |
| 3Y | +34.9% | -12.9% | +47.8% | +29.3% |
| 5Y | +114.0% | -24.6% | +138.5% | +97.7% |
| All | +126.0% | -57.3% | +183.3% | +115.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling