+277.2%
TER vs ACHR
-8.8%
+286.0%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.1% | +2.1% | +3.7% |
| 7D | +11.0% | +4.9% | +6.1% | +9.8% |
| 30D | -1.9% | +4.3% | -6.2% | -3.6% |
| 3M | -0.7% | +1.7% | -2.4% | -2.6% |
| 6M | +36.4% | -6.9% | +43.2% | +36.4% |
| YTD | +92.4% | -22.5% | +114.9% | +98.8% |
| 1Y | +213.5% | -31.5% | +245.0% | +227.7% |
| 3Y | +277.2% | -14.4% | +291.6% | +250.3% |
| All | +277.2% | -8.8% | +286.0% | +250.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling