-40.9%
SE vs ACHR
-32.2%
-8.7%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.7% |
| 7D | -6.1% | -0.7% | -5.4% | -6.0% |
| 30D | -2.5% | +9.8% | -12.3% | -4.7% |
| 3M | +21.7% | -10.5% | +32.2% | +23.3% |
| 6M | +27.0% | -15.5% | +42.5% | +28.6% |
| YTD | -12.1% | -24.1% | +11.9% | -9.4% |
| 1Y | -40.9% | -32.4% | -8.5% | -36.0% |
| All | -40.9% | -32.2% | -8.7% | -36.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling