+483.8%
STX vs ACHR
-21.2%
+505.0%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.1% | +1.2% | -0.6% |
| 7D | -17.3% | +14.0% | -31.3% | -18.6% |
| 30D | -35.9% | -5.0% | -30.9% | -35.6% |
| 3M | -37.3% | -24.8% | -12.6% | -35.4% |
| 6M | -35.8% | -27.3% | -8.5% | -34.0% |
| YTD | +82.7% | -37.4% | +120.1% | +89.8% |
| 1Y | +71.6% | -44.3% | +115.9% | +80.2% |
| 3Y | +635.3% | -5.2% | +640.5% | +579.6% |
| 5Y | +483.8% | -20.8% | +504.6% | +383.5% |
| All | +483.8% | -21.2% | +505.0% | +383.5% |
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 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