+219.2%
RTX vs ACHR
-45.8%
+265.0%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.7% | +5.0% | -0.4% |
| 7D | -1.6% | -2.7% | +1.0% | -1.5% |
| 30D | -11.6% | -12.1% | +0.6% | -11.2% |
| 3M | +9.2% | +3.4% | +5.8% | +8.7% |
| 6M | -4.4% | -15.6% | +11.2% | -4.3% |
| YTD | +8.9% | -26.9% | +35.7% | +9.5% |
| 1Y | +32.1% | -34.8% | +66.9% | +33.0% |
| 3Y | +151.2% | -19.2% | +170.5% | +145.9% |
| 5Y | +162.9% | -43.8% | +206.7% | +152.8% |
| All | +219.2% | -45.8% | +265.0% | +197.2% |
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