-39.5%
TEAM vs ACHR
-60.3%
+20.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -6.9% | +5.4% | -0.2% |
| 7D | -2.4% | -9.2% | +6.8% | -0.8% |
| 30D | -26.7% | -1.0% | -25.7% | -27.4% |
| 3M | -9.6% | -42.2% | +32.5% | -0.7% |
| 6M | +86.0% | -38.2% | +124.2% | +98.8% |
| YTD | -7.5% | -46.4% | +38.9% | +0.2% |
| 1Y | -1.4% | -49.4% | +48.0% | +7.6% |
| 3Y | -14.3% | -22.5% | +8.2% | -26.9% |
| 5Y | -66.3% | -29.8% | -36.5% | -76.3% |
| All | -39.5% | -60.3% | +20.8% | -50.1% |
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