+51.5%
RSP vs ACHR
-41.7%
+93.2%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.1% | -3.1% | -1.2% |
| 7D | -0.4% | +4.9% | -5.3% | -0.8% |
| 30D | -1.5% | +4.3% | -5.8% | -2.0% |
| 3M | +4.8% | +1.7% | +3.1% | +4.0% |
| 6M | +10.3% | -6.9% | +17.1% | +9.9% |
| YTD | +14.1% | -22.5% | +36.5% | +14.9% |
| 1Y | +17.0% | -31.5% | +48.5% | +18.1% |
| 3Y | +54.2% | -14.4% | +68.6% | +45.7% |
| 5Y | +51.5% | -41.6% | +93.1% | +31.5% |
| All | +51.5% | -41.7% | +93.2% | +31.5% |
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