-24.6%
RKT vs ACHR
-60.3%
+35.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -6.9% | +6.9% | +1.3% |
| 7D | -9.0% | -9.2% | +0.3% | -7.5% |
| 30D | +30.2% | -1.0% | +31.2% | +29.8% |
| 3M | -8.8% | -42.2% | +33.3% | 0.0% |
| 6M | -0.9% | -38.2% | +37.3% | +6.1% |
| YTD | -29.2% | -46.4% | +17.2% | -22.6% |
| 1Y | -20.1% | -49.4% | +29.3% | -12.1% |
| 3Y | +81.3% | -22.5% | +103.8% | +63.8% |
| 5Y | -6.6% | -29.8% | +23.2% | -27.4% |
| All | -24.6% | -60.3% | +35.7% | -38.8% |
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