+34.3%
TRV vs ACHR
-32.2%
+66.5%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.5% | -1.4% |
| 7D | -0.1% | -0.7% | +0.5% | -0.2% |
| 30D | -3.4% | +9.8% | -13.2% | -3.0% |
| 3M | +26.4% | -10.5% | +36.9% | +26.8% |
| 6M | +19.3% | -15.5% | +34.8% | +19.5% |
| YTD | +28.3% | -24.1% | +52.4% | +28.7% |
| 1Y | +34.3% | -32.4% | +66.7% | +33.8% |
| All | +34.3% | -32.2% | +66.5% | +33.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling