-27.5%
RKT vs ACHR
-46.3%
+18.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.9% | -1.6% |
| 7D | -7.2% | -5.4% | -1.9% | -6.3% |
| 30D | -7.9% | -19.7% | +11.8% | -4.2% |
| 3M | +5.2% | +7.9% | -2.7% | +2.8% |
| 6M | -14.9% | -13.8% | -1.1% | -13.7% |
| YTD | -31.9% | -27.5% | -4.3% | -29.1% |
| 1Y | -36.9% | -33.9% | -3.0% | -34.5% |
| 3Y | +35.7% | -20.0% | +55.7% | +21.6% |
| 5Y | -9.7% | -44.0% | +34.3% | -31.0% |
| All | -27.5% | -46.3% | +18.8% | -43.9% |
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