+90.3%
SO vs ACHR
-57.3%
+147.7%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -10.9% | +9.4% | -1.4% |
| 7D | -0.9% | +11.9% | -12.8% | -1.0% |
| 30D | +4.9% | -2.5% | +7.4% | +5.0% |
| 3M | +0.8% | -31.2% | +31.9% | +1.0% |
| 6M | +0.6% | -32.2% | +32.8% | +0.8% |
| YTD | +8.7% | -42.4% | +51.1% | +9.0% |
| 1Y | +4.0% | -49.9% | +53.9% | +4.5% |
| 3Y | +50.6% | -12.9% | +63.4% | +47.6% |
| 5Y | +77.5% | -24.6% | +102.1% | +73.2% |
| All | +90.3% | -57.3% | +147.7% | +88.1% |
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