+25.6%
SHOP vs ACHR
-60.3%
+85.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -6.9% | +7.1% | +2.2% |
| 7D | -1.2% | -9.2% | +8.0% | +1.2% |
| 30D | -14.7% | -1.0% | -13.7% | -15.0% |
| 3M | -7.2% | -42.2% | +35.0% | +7.2% |
| 6M | +54.2% | -38.2% | +92.4% | +70.6% |
| YTD | -8.6% | -46.4% | +37.8% | +3.6% |
| 1Y | +0.5% | -49.4% | +49.9% | +15.4% |
| 3Y | +135.9% | -22.5% | +158.4% | +100.3% |
| 5Y | -11.9% | -29.8% | +17.9% | -42.2% |
| All | +25.6% | -60.3% | +85.9% | -6.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling