+46.9%
PM vs ACHR
-58.8%
+105.7%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.8% | +1.5% |
| 7D | +4.3% | -5.1% | +9.3% | +4.0% |
| 30D | +11.5% | -12.7% | +24.2% | +10.8% |
| 3M | +13.0% | -22.4% | +35.4% | +12.0% |
| 6M | +25.9% | -28.6% | +54.5% | +25.0% |
| YTD | +34.0% | -45.2% | +79.2% | +33.1% |
| 1Y | +46.9% | -56.9% | +103.8% | +44.2% |
| All | +46.9% | -58.8% | +105.7% | +44.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling