+24.3%
XLP vs ACHR
-58.8%
+83.1%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.2% | +3.6% | +3.4% |
| 7D | +5.9% | -5.1% | +10.9% | +5.7% |
| 30D | +13.5% | -12.7% | +26.2% | +13.2% |
| 3M | +8.4% | -22.4% | +30.8% | +8.2% |
| 6M | +11.5% | -28.6% | +40.1% | +11.5% |
| YTD | +20.6% | -45.2% | +65.9% | +21.0% |
| 1Y | +24.3% | -56.9% | +81.2% | +24.8% |
| All | +24.3% | -58.8% | +83.1% | +24.8% |
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