+159.7%
TRV vs ACHR
-42.8%
+202.4%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.4% | -0.3% | +2.1% |
| 7D | +1.9% | -2.3% | +4.2% | +2.0% |
| 30D | +1.7% | -11.3% | +13.0% | +1.8% |
| 3M | +23.9% | +5.3% | +18.6% | +23.7% |
| 6M | +26.3% | -13.2% | +39.5% | +26.3% |
| YTD | +30.8% | -25.8% | +56.6% | +31.1% |
| 1Y | +36.3% | -34.3% | +70.6% | +36.7% |
| 3Y | +145.0% | -19.9% | +165.0% | +142.7% |
| All | +159.7% | -42.8% | +202.4% | +160.1% |
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