+67.1%
V vs ACHR
-41.7%
+108.8%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.1% | -3.8% | -1.8% |
| 7D | -1.1% | +4.9% | -5.9% | -1.4% |
| 30D | +1.9% | +4.3% | -2.4% | +1.5% |
| 3M | +15.5% | +1.7% | +13.8% | +14.8% |
| 6M | +16.6% | -6.9% | +23.5% | +16.2% |
| YTD | +5.7% | -22.5% | +28.2% | +6.3% |
| 1Y | +8.6% | -31.5% | +40.0% | +9.3% |
| 3Y | +52.5% | -14.4% | +66.9% | +44.8% |
| 5Y | +67.1% | -41.6% | +108.8% | +51.5% |
| All | +67.1% | -41.7% | +108.8% | +51.5% |
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 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