+220.5%
RTX vs ACHR
-57.3%
+277.8%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -10.9% | +9.4% | -1.0% |
| 7D | +3.4% | +11.9% | -8.5% | +2.9% |
| 30D | +8.4% | -2.5% | +10.9% | +8.4% |
| 3M | -10.7% | -31.2% | +20.5% | -9.6% |
| 6M | +11.7% | -32.2% | +44.0% | +12.8% |
| YTD | +9.3% | -42.4% | +51.8% | +10.8% |
| 1Y | +13.3% | -49.9% | +63.2% | +15.3% |
| 3Y | +156.1% | -12.9% | +169.0% | +150.4% |
| 5Y | +148.5% | -24.6% | +173.1% | +137.6% |
| All | +220.5% | -57.3% | +277.8% | +200.7% |
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