+225.2%
RTX vs ACHR
-52.1%
+277.3%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.2% | -2.7% | +0.4% |
| 7D | +1.4% | +18.0% | -16.5% | +0.8% |
| 30D | +7.8% | +3.6% | +4.2% | +7.6% |
| 3M | -9.8% | -28.4% | +18.6% | -8.8% |
| 6M | +13.5% | -25.7% | +39.2% | +14.2% |
| YTD | +10.9% | -35.4% | +46.3% | +12.0% |
| 1Y | +14.0% | -45.6% | +59.6% | +15.7% |
| 3Y | +159.9% | -2.2% | +162.1% | +153.0% |
| 5Y | +151.7% | -20.3% | +172.0% | +139.8% |
| All | +225.2% | -52.1% | +277.3% | +203.8% |
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 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