+220.8%
RTX vs ACHR
-60.3%
+281.1%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -6.9% | +7.0% | +0.4% |
| 7D | +4.8% | -9.2% | +14.0% | +5.1% |
| 30D | +6.5% | -1.0% | +7.5% | +6.4% |
| 3M | -9.6% | -42.2% | +32.5% | -7.9% |
| 6M | +12.3% | -38.2% | +50.5% | +13.8% |
| YTD | +9.5% | -46.4% | +55.9% | +11.2% |
| 1Y | +15.8% | -49.4% | +65.2% | +17.9% |
| 3Y | +157.0% | -22.5% | +179.5% | +152.3% |
| 5Y | +148.8% | -29.8% | +178.6% | +138.5% |
| All | +220.8% | -60.3% | +281.1% | +201.8% |
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