+192.8%
TER vs ACHR
-8.7%
+201.5%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | +8.3% | +4.4% | +10.8% |
| 7D | -5.8% | +15.3% | -21.1% | -8.7% |
| 30D | -38.9% | -3.0% | -35.9% | -38.5% |
| 3M | -35.1% | -14.0% | -21.2% | -33.7% |
| 6M | -31.6% | -25.8% | -5.8% | -28.2% |
| YTD | +27.2% | -36.0% | +63.3% | +36.7% |
| 1Y | +35.2% | -41.2% | +76.4% | +47.1% |
| 3Y | +192.8% | -8.6% | +201.4% | +178.8% |
| All | +192.8% | -8.7% | +201.5% | +178.8% |
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 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