+224.4%
RTX vs ACHR
-43.7%
+268.2%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | -0.6% |
| 7D | -5.2% | -0.7% | -4.5% | -5.1% |
| 30D | -9.4% | +9.8% | -19.2% | -9.8% |
| 3M | +12.3% | -10.5% | +22.8% | +12.3% |
| 6M | -3.1% | -15.5% | +12.4% | -3.0% |
| YTD | +10.7% | -24.1% | +34.7% | +11.2% |
| 1Y | +28.4% | -32.4% | +60.8% | +29.1% |
| 3Y | +147.1% | -11.6% | +158.7% | +141.1% |
| 5Y | +167.2% | -42.9% | +210.1% | +156.9% |
| All | +224.4% | -43.7% | +268.2% | +201.6% |
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