-9.7%
RKT vs ACHR
-44.8%
+35.2%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -5.7% | +2.9% | -1.7% |
| 7D | -1.0% | -2.7% | +1.7% | -0.5% |
| 30D | -2.4% | -12.1% | +9.7% | -0.1% |
| 3M | +1.9% | +3.4% | -1.5% | +0.3% |
| 6M | -13.9% | -15.6% | +1.8% | -12.3% |
| YTD | -30.6% | -26.9% | -3.8% | -27.9% |
| 1Y | -34.4% | -34.8% | +0.4% | -31.7% |
| 3Y | +38.2% | -19.2% | +57.4% | +23.0% |
| 5Y | -9.7% | -43.8% | +34.1% | -33.1% |
| All | -9.7% | -44.8% | +35.2% | -33.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling