+32.8%
PM vs ACHR
-52.5%
+85.2%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -6.9% | +8.1% | +0.8% |
| 7D | +0.5% | -9.2% | +9.8% | +0.1% |
| 30D | -3.2% | -1.0% | -2.2% | -3.1% |
| 3M | +6.2% | -42.2% | +48.4% | +3.5% |
| 6M | +7.7% | -38.2% | +45.9% | +6.9% |
| YTD | +27.3% | -46.4% | +73.7% | +26.6% |
| 1Y | +32.8% | -49.4% | +82.1% | +31.4% |
| All | +32.8% | -52.5% | +85.2% | +31.4% |
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