+72.6%
SPY vs ACHR
-29.8%
+102.3%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -6.9% | +6.6% | +0.2% |
| 7D | +2.6% | -9.2% | +11.8% | +3.4% |
| 30D | -2.0% | -1.0% | -1.0% | -2.1% |
| 3M | -2.8% | -42.2% | +39.4% | +1.4% |
| 6M | +2.1% | -38.2% | +40.3% | +5.2% |
| YTD | +11.5% | -46.4% | +57.9% | +15.6% |
| 1Y | +13.5% | -49.4% | +62.8% | +18.0% |
| 3Y | +77.7% | -22.5% | +100.2% | +69.0% |
| All | +72.6% | -29.8% | +102.3% | +50.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling