+1,464.5%
STX vs ACHR
-43.7%
+1,508.2%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.9% | +7.2% | +6.4% |
| 7D | +2.4% | -0.7% | +3.0% | +2.4% |
| 30D | +1.4% | +9.8% | -8.4% | -0.1% |
| 3M | -8.2% | -10.5% | +2.3% | -7.9% |
| 6M | +127.0% | -15.5% | +142.6% | +128.9% |
| YTD | +209.1% | -24.1% | +233.2% | +213.8% |
| 1Y | +365.4% | -32.4% | +397.9% | +373.8% |
| 3Y | +1,135.4% | -11.6% | +1,147.0% | +1,055.2% |
| 5Y | +991.5% | -42.9% | +1,034.4% | +796.3% |
| All | +1,464.5% | -43.7% | +1,508.2% | +1,305.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling