-23.5%
TEAM vs ACHR
-43.7%
+20.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.9% | -1.8% | -2.4% |
| 7D | -0.4% | -0.7% | +0.3% | -0.3% |
| 30D | +67.3% | +9.8% | +57.5% | +64.2% |
| 3M | +86.8% | -10.5% | +97.3% | +88.4% |
| 6M | +146.8% | -15.5% | +162.3% | +150.4% |
| YTD | +16.9% | -24.1% | +41.0% | +19.8% |
| 1Y | +12.8% | -32.4% | +45.2% | +15.8% |
| 3Y | -7.3% | -11.6% | +4.3% | -21.7% |
| 5Y | -50.7% | -42.9% | -7.8% | -63.3% |
| All | -23.5% | -43.7% | +20.3% | -40.3% |
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