+103.2%
TOST vs ACHR
-19.6%
+122.8%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +14.7% | -16.1% | -4.1% |
| 7D | +9.4% | +5.7% | +3.7% | +8.0% |
| 30D | +13.5% | -4.9% | +18.4% | +14.0% |
| 3M | -0.1% | -15.1% | +15.0% | +1.9% |
| 6M | +22.5% | -30.7% | +53.2% | +28.0% |
| YTD | -2.4% | -41.0% | +38.6% | +4.1% |
| 1Y | -4.7% | -50.0% | +45.3% | +4.5% |
| 3Y | +103.2% | -17.0% | +120.2% | +87.2% |
| All | +103.2% | -19.6% | +122.8% | +87.2% |
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