+43.4%
RKT vs ACHR
-16.0%
+59.3%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.1% | -3.9% | -2.2% |
| 7D | +6.0% | +4.9% | +1.1% | +5.0% |
| 30D | +0.7% | +4.3% | -3.6% | -0.3% |
| 3M | +11.8% | +1.7% | +10.1% | +10.2% |
| 6M | -7.6% | -6.9% | -0.8% | -7.6% |
| YTD | -28.7% | -22.5% | -6.2% | -26.5% |
| 1Y | -32.6% | -31.5% | -1.1% | -30.5% |
| All | +43.4% | -16.0% | +59.3% | +31.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling