-27.5%
TEAM vs ACHR
-45.0%
+17.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.4% | -2.3% | -0.4% |
| 7D | -5.2% | -2.3% | -2.9% | -4.9% |
| 30D | +15.8% | -11.3% | +27.0% | +18.4% |
| 3M | +101.5% | +5.3% | +96.2% | +97.1% |
| 6M | +138.2% | -13.2% | +151.4% | +140.5% |
| YTD | +10.8% | -25.8% | +36.6% | +14.0% |
| 1Y | +1.7% | -34.3% | +36.0% | +4.9% |
| 3Y | -16.0% | -19.9% | +3.9% | -27.5% |
| 5Y | -52.7% | -42.7% | -10.1% | -64.9% |
| All | -27.5% | -45.0% | +17.5% | -43.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling