+52.5%
SO vs ACHR
-8.7%
+61.2%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +8.3% | -7.0% | +1.4% |
| 7D | -1.1% | +15.3% | -16.4% | -1.0% |
| 30D | +8.6% | -3.0% | +11.6% | +8.6% |
| 3M | +1.8% | -14.0% | +15.7% | +1.8% |
| 6M | +3.6% | -25.8% | +29.4% | +3.7% |
| YTD | +9.9% | -36.0% | +46.0% | +10.2% |
| 1Y | +5.7% | -41.2% | +46.9% | +5.9% |
| 3Y | +52.5% | -8.6% | +61.1% | +50.5% |
| All | +52.5% | -8.7% | +61.2% | +50.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling