-73.1%
SMR vs ACHR
-32.2%
-40.9%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | +0.3% |
| 7D | +4.4% | -0.7% | +5.1% | +5.0% |
| 30D | +3.4% | +9.8% | -6.4% | -8.6% |
| 3M | -19.2% | -10.5% | -8.7% | -14.1% |
| 6M | -22.6% | -15.5% | -7.1% | -11.8% |
| YTD | -31.5% | -24.1% | -7.5% | -13.2% |
| 1Y | -73.1% | -32.4% | -40.7% | -65.8% |
| All | -73.1% | -32.2% | -40.9% | -65.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling