-77.8%
SE vs ACHR
-19.0%
-58.8%
-89.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +3.2% | -6.8% | -4.4% |
| 7D | -7.7% | +18.0% | -25.7% | -11.4% |
| 30D | -22.8% | +3.6% | -26.5% | -23.8% |
| 3M | -43.7% | -28.4% | -15.3% | -40.0% |
| 6M | -12.8% | -25.7% | +12.9% | -9.2% |
| YTD | -42.0% | -35.4% | -6.6% | -38.1% |
| 1Y | -48.0% | -45.6% | -2.4% | -42.6% |
| 3Y | +62.7% | -2.2% | +64.9% | +31.1% |
| 5Y | -77.8% | -20.3% | -57.5% | -87.8% |
| All | -77.8% | -19.0% | -58.8% | -87.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling