-68.6%
XYZ vs ACHR
-41.7%
-26.9%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +2.1% | -5.3% | -3.8% |
| 7D | +2.9% | +4.9% | -2.0% | +1.5% |
| 30D | +1.4% | +4.3% | -2.9% | -0.3% |
| 3M | +14.6% | +1.7% | +12.8% | +11.7% |
| 6M | +20.8% | -6.9% | +27.6% | +19.8% |
| YTD | +23.1% | -22.5% | +45.5% | +27.2% |
| 1Y | +5.6% | -31.5% | +37.1% | +10.3% |
| 3Y | +50.9% | -14.4% | +65.3% | +23.5% |
| 5Y | -68.6% | -41.6% | -26.9% | -81.0% |
| All | -68.6% | -41.7% | -26.9% | -81.0% |
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