-4.9%
SHOP vs ACHR
-58.8%
+53.9%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.2% | +7.6% | +7.4% |
| 7D | -9.0% | -5.1% | -4.0% | -7.8% |
| 30D | -4.4% | -12.7% | +8.3% | -1.5% |
| 3M | +24.1% | -22.4% | +46.5% | +30.7% |
| 6M | +20.0% | -28.6% | +48.6% | +27.1% |
| YTD | -4.9% | -45.2% | +40.3% | +5.2% |
| 1Y | -4.9% | -56.9% | +52.0% | +15.2% |
| All | -4.9% | -58.8% | +53.9% | +15.2% |
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