+85.2%
V vs ACHR
-43.7%
+128.9%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -0.9% |
| 7D | -1.7% | -0.7% | -1.0% | -1.7% |
| 30D | +2.0% | +9.8% | -7.8% | +1.2% |
| 3M | +17.4% | -10.5% | +27.9% | +17.5% |
| 6M | +17.5% | -15.5% | +33.0% | +17.8% |
| YTD | +7.6% | -24.1% | +31.7% | +8.3% |
| 1Y | +7.7% | -32.4% | +40.1% | +8.6% |
| 3Y | +54.7% | -11.6% | +66.3% | +46.6% |
| 5Y | +73.0% | -42.9% | +115.9% | +55.7% |
| All | +85.2% | -43.7% | +128.9% | +59.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling