+93.3%
RSP vs ACHR
-52.1%
+145.4%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.2% | -2.4% | +0.6% |
| 7D | -0.3% | +18.0% | -18.3% | -1.6% |
| 30D | +4.4% | +3.6% | +0.8% | +4.0% |
| 3M | +1.3% | -28.4% | +29.7% | +3.4% |
| 6M | +10.0% | -25.7% | +35.7% | +11.3% |
| YTD | +17.6% | -35.4% | +53.0% | +19.7% |
| 1Y | +19.2% | -45.6% | +64.9% | +22.7% |
| 3Y | +66.0% | -2.2% | +68.3% | +55.4% |
| 5Y | +50.4% | -20.3% | +70.8% | +32.4% |
| All | +93.3% | -52.1% | +145.4% | +69.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling