+219.1%
TER vs ACHR
-41.7%
+260.8%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.1% | +2.1% | +3.8% |
| 7D | +11.0% | +4.9% | +6.1% | +9.9% |
| 30D | -1.9% | +4.3% | -6.2% | -3.4% |
| 3M | -0.7% | +1.7% | -2.4% | -2.2% |
| 6M | +36.4% | -6.9% | +43.2% | +36.6% |
| YTD | +92.4% | -22.5% | +114.9% | +98.6% |
| 1Y | +213.5% | -31.5% | +245.0% | +227.1% |
| 3Y | +277.2% | -14.4% | +291.6% | +245.3% |
| 5Y | +219.1% | -41.6% | +260.8% | +146.4% |
| All | +219.1% | -41.7% | +260.8% | +146.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling