+189.3%
SLB vs ACHR
-45.8%
+235.2%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.7% | +5.6% | +0.3% |
| 7D | -1.9% | -2.7% | +0.8% | -1.7% |
| 30D | +7.8% | -12.1% | +19.9% | +8.6% |
| 3M | +2.7% | +3.4% | -0.7% | +1.8% |
| 6M | +22.2% | -15.6% | +37.8% | +22.6% |
| YTD | +51.1% | -26.9% | +77.9% | +53.0% |
| 1Y | +63.3% | -34.8% | +98.1% | +65.7% |
| 3Y | +2.4% | -19.2% | +21.7% | -1.7% |
| 5Y | +139.3% | -43.8% | +183.1% | +121.4% |
| All | +189.3% | -45.8% | +235.2% | +141.1% |
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