+225.1%
TER vs ACHR
-45.8%
+270.9%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -5.7% | +8.8% | +4.2% |
| 7D | +12.4% | -2.7% | +15.0% | +12.9% |
| 30D | +5.1% | -12.1% | +17.3% | +7.3% |
| 3M | +4.0% | +3.4% | +0.6% | +2.0% |
| 6M | +29.5% | -15.6% | +45.2% | +32.1% |
| YTD | +98.5% | -26.9% | +125.3% | +107.1% |
| 1Y | +234.1% | -34.8% | +268.8% | +251.9% |
| 3Y | +289.0% | -19.2% | +308.3% | +259.1% |
| 5Y | +228.2% | -43.8% | +271.9% | +174.2% |
| All | +225.1% | -45.8% | +270.9% | +171.5% |
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 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