+155.5%
SLB vs ACHR
-52.6%
+208.1%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +8.3% | -7.4% | +0.3% |
| 7D | -3.7% | +15.3% | -19.0% | -4.7% |
| 30D | +2.9% | -3.0% | +5.9% | +2.9% |
| 3M | +0.2% | -14.0% | +14.2% | +0.9% |
| 6M | -4.4% | -25.8% | +21.3% | -3.3% |
| YTD | +33.4% | -36.0% | +69.5% | +36.0% |
| 1Y | +40.8% | -41.2% | +82.0% | +44.1% |
| 3Y | +3.2% | -8.6% | +11.7% | -1.6% |
| 5Y | +64.8% | -20.6% | +85.4% | +52.5% |
| All | +155.5% | -52.6% | +208.1% | +114.4% |
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 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