+18.4%
U vs ACHR
-58.8%
+77.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.2% | +5.1% | +5.0% |
| 7D | +7.5% | -5.1% | +12.6% | +9.4% |
| 30D | -7.0% | -12.7% | +5.7% | -2.7% |
| 3M | +20.6% | -22.4% | +43.0% | +29.2% |
| 6M | +53.2% | -28.6% | +81.8% | +66.0% |
| YTD | -3.9% | -45.2% | +41.3% | +11.4% |
| 1Y | +18.4% | -56.9% | +75.3% | +48.4% |
| All | +18.4% | -58.8% | +77.2% | +48.4% |
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 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