-2.4%
U vs ACHR
-36.6%
+34.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.2% | -0.8% |
| 7D | 0.0% | -5.4% | +5.4% | +1.6% |
| 30D | -4.1% | -19.7% | +15.6% | +1.9% |
| 3M | +57.8% | +7.9% | +49.9% | +50.8% |
| 6M | +103.5% | -13.8% | +117.3% | +106.9% |
| YTD | -4.8% | -27.5% | +22.8% | +0.3% |
| 1Y | -2.4% | -33.9% | +31.5% | +9.5% |
| All | -2.4% | -36.6% | +34.2% | +9.5% |
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