+158.2%
SLB vs ACHR
-57.3%
+215.5%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -10.9% | +10.8% | +0.7% |
| 7D | +2.6% | +11.9% | -9.3% | +1.6% |
| 30D | +4.4% | -2.5% | +6.9% | +4.4% |
| 3M | -2.7% | -31.2% | +28.4% | -0.6% |
| 6M | -7.5% | -32.2% | +24.7% | -5.9% |
| YTD | +34.8% | -42.4% | +77.2% | +38.4% |
| 1Y | +44.6% | -49.9% | +94.5% | +49.6% |
| 3Y | +3.2% | -12.9% | +16.1% | -1.2% |
| 5Y | +73.6% | -24.6% | +98.1% | +61.2% |
| All | +158.2% | -57.3% | +215.5% | +118.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling