-1.0%
SO vs ACHR
-36.6%
+35.6%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | -0.7% |
| 7D | -1.1% | -5.4% | +4.2% | -1.3% |
| 30D | -3.7% | -19.7% | +16.0% | -4.3% |
| 3M | -5.9% | +7.9% | -13.8% | -5.4% |
| 6M | -7.3% | -13.8% | +6.4% | -7.0% |
| YTD | +3.1% | -27.5% | +30.6% | +3.6% |
| 1Y | -1.0% | -33.9% | +32.9% | -0.1% |
| All | -1.0% | -36.6% | +35.6% | -0.1% |
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 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