+1,144.9%
STX vs ACHR
-41.7%
+1,186.6%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +2.1% | +4.4% | +6.2% |
| 7D | +10.7% | +4.9% | +5.9% | +10.1% |
| 30D | +11.3% | +4.3% | +7.0% | +10.3% |
| 3M | +3.2% | +1.7% | +1.5% | +2.1% |
| 6M | +157.0% | -6.9% | +163.8% | +156.4% |
| YTD | +229.2% | -22.5% | +251.7% | +233.6% |
| 1Y | +381.8% | -31.5% | +413.3% | +390.0% |
| 3Y | +1,383.2% | -14.4% | +1,397.6% | +1,285.7% |
| 5Y | +1,144.9% | -41.6% | +1,186.5% | +865.9% |
| All | +1,144.9% | -41.7% | +1,186.6% | +865.9% |
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