-53.1%
TEAM vs ACHR
-44.8%
-8.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -5.7% | +6.4% | +1.9% |
| 7D | -4.7% | -2.7% | -2.0% | -4.2% |
| 30D | +17.0% | -12.1% | +29.2% | +19.8% |
| 3M | +85.9% | +3.4% | +82.5% | +82.6% |
| 6M | +116.7% | -15.6% | +132.3% | +120.0% |
| YTD | +9.6% | -26.9% | +36.5% | +13.1% |
| 1Y | -2.5% | -34.8% | +32.2% | +0.6% |
| 3Y | -14.0% | -19.2% | +5.3% | -25.8% |
| 5Y | -53.1% | -43.8% | -9.3% | -66.8% |
| All | -53.1% | -44.8% | -8.2% | -66.8% |
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