-73.3%
U vs ACHR
-46.3%
-27.0%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.2% | -0.8% |
| 7D | 0.0% | -5.4% | +5.4% | +1.7% |
| 30D | -4.1% | -19.7% | +15.6% | +2.1% |
| 3M | +57.8% | +7.9% | +49.9% | +51.0% |
| 6M | +103.5% | -13.8% | +117.3% | +106.9% |
| YTD | -4.8% | -27.5% | +22.8% | +1.7% |
| 1Y | -2.4% | -33.9% | +31.5% | +4.6% |
| 3Y | +11.7% | -20.0% | +31.6% | -3.9% |
| 5Y | -68.9% | -44.0% | -24.9% | -80.6% |
| All | -73.3% | -46.3% | -27.0% | -82.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling