+85.6%
RSP vs ACHR
-45.8%
+131.5%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -5.7% | +4.7% | -0.5% |
| 7D | -1.8% | -2.7% | +0.8% | -1.6% |
| 30D | -2.5% | -12.1% | +9.6% | -1.7% |
| 3M | +3.0% | +3.4% | -0.4% | +2.1% |
| 6M | +8.9% | -15.6% | +24.5% | +9.3% |
| YTD | +13.0% | -26.9% | +39.8% | +14.3% |
| 1Y | +16.2% | -34.8% | +51.0% | +17.8% |
| 3Y | +52.7% | -19.2% | +71.9% | +45.0% |
| 5Y | +50.5% | -43.8% | +94.2% | +34.2% |
| All | +85.6% | -45.8% | +131.5% | +61.7% |
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