+43.2%
TER vs ACHR
-58.8%
+102.0%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -0.2% | -6.6% | -6.7% |
| 7D | -19.9% | -5.1% | -14.8% | -18.2% |
| 30D | -43.5% | -12.7% | -30.8% | -40.6% |
| 3M | -37.8% | -22.4% | -15.4% | -33.9% |
| 6M | -25.6% | -28.6% | +3.0% | -18.0% |
| YTD | +29.8% | -45.2% | +75.0% | +54.0% |
| 1Y | +43.2% | -56.9% | +100.1% | +83.5% |
| All | +43.2% | -58.8% | +102.0% | +83.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling