+120.6%
SPY vs ACHR
-60.3%
+180.9%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -6.9% | +6.6% | +0.2% |
| 7D | +2.6% | -9.2% | +11.8% | +3.3% |
| 30D | -2.0% | -1.0% | -1.0% | -2.1% |
| 3M | -2.8% | -42.2% | +39.4% | +1.3% |
| 6M | +2.1% | -38.2% | +40.3% | +5.1% |
| YTD | +11.5% | -46.4% | +57.9% | +15.5% |
| 1Y | +13.5% | -49.4% | +62.8% | +17.8% |
| 3Y | +77.7% | -22.5% | +100.2% | +69.4% |
| 5Y | +72.6% | -29.8% | +102.4% | +52.7% |
| All | +120.6% | -60.3% | +180.9% | +96.7% |
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