+196.3%
SE vs ACHR
-8.8%
+205.1%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.1% | -1.0% | +0.8% |
| 7D | +0.6% | +4.9% | -4.3% | -0.2% |
| 30D | -0.1% | +4.3% | -4.4% | -1.0% |
| 3M | +34.1% | +1.7% | +32.4% | +32.4% |
| 6M | +23.2% | -6.9% | +30.1% | +22.9% |
| YTD | -11.2% | -22.5% | +11.3% | -9.2% |
| 1Y | -40.5% | -31.5% | -9.0% | -38.8% |
| 3Y | +196.3% | -14.4% | +210.7% | +211.1% |
| All | +196.3% | -8.8% | +205.1% | +211.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling