-10.8%
SHOP vs ACHR
-41.5%
+30.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | +2.1% | -9.7% | -8.2% |
| 7D | -4.1% | +4.9% | -8.9% | -5.4% |
| 30D | -11.5% | +4.3% | -15.8% | -13.1% |
| 3M | +21.1% | +1.7% | +19.3% | +17.7% |
| 6M | +3.0% | -6.9% | +9.9% | +2.1% |
| YTD | -16.7% | -22.5% | +5.8% | -14.0% |
| 1Y | -8.3% | -31.5% | +23.2% | -3.6% |
| 3Y | +112.8% | -14.4% | +127.2% | +78.1% |
| All | -10.8% | -41.5% | +30.7% | -49.1% |
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 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