+82.0%
SPY vs ACHR
-44.8%
+126.8%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.5% |
| 7D | -2.0% | -5.4% | +3.4% | -1.5% |
| 30D | -1.7% | -19.7% | +18.1% | 0.0% |
| 3M | +4.7% | +7.9% | -3.2% | +3.4% |
| 6M | +12.5% | -13.8% | +26.3% | +12.8% |
| YTD | +11.7% | -27.5% | +39.2% | +13.2% |
| 1Y | +17.5% | -33.9% | +51.4% | +19.1% |
| 3Y | +76.6% | -20.0% | +96.5% | +68.0% |
| 5Y | +82.0% | -44.0% | +126.0% | +58.6% |
| All | +82.0% | -44.8% | +126.8% | +58.6% |
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