+96.1%
SHOP vs ACHR
-21.5%
+117.6%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | +0.1% |
| 7D | -13.2% | -5.4% | -7.8% | -12.0% |
| 30D | -17.0% | -19.7% | +2.7% | -12.3% |
| 3M | +17.0% | +7.9% | +9.1% | +12.5% |
| 6M | -2.1% | -13.8% | +11.6% | -0.8% |
| YTD | -21.4% | -27.5% | +6.2% | -17.5% |
| 1Y | -11.0% | -33.9% | +23.0% | -5.7% |
| All | +96.1% | -21.5% | +117.6% | +88.5% |
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