+87.5%
U vs ACHR
-19.2%
+106.8%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -6.9% | +12.2% | +7.2% |
| 7D | +2.6% | -9.2% | +11.8% | +4.8% |
| 30D | +27.6% | -1.0% | +28.5% | +26.4% |
| 3M | +15.3% | -42.2% | +57.5% | +33.2% |
| 6M | +96.4% | -38.2% | +134.6% | +117.9% |
| YTD | +19.6% | -46.4% | +66.0% | +36.9% |
| 1Y | +42.1% | -49.4% | +91.5% | +64.4% |
| 3Y | +87.5% | -22.5% | +110.0% | +78.5% |
| All | +87.5% | -19.2% | +106.8% | +78.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling