-59.6%
ACHR vs D
+14.9%
-74.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +0.2% | -7.2% | -7.0% |
| 7D | -9.2% | -1.4% | -7.9% | -8.9% |
| 30D | -1.0% | +7.7% | -8.7% | -3.4% |
| 3M | -42.2% | -0.3% | -41.9% | -42.2% |
| 6M | -38.2% | +10.1% | -48.2% | -40.6% |
| YTD | -46.4% | +19.1% | -65.5% | -50.3% |
| 1Y | -49.4% | +15.9% | -65.3% | -52.6% |
| 3Y | -22.5% | +75.0% | -97.5% | -39.0% |
| 5Y | -29.8% | +13.4% | -43.2% | -38.7% |
| All | -59.6% | +14.9% | -74.5% | -66.8% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 10y: compounded portfolio wealth divided by compounded D 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…
10y analysis · Full analysis span regression · 6 months rolling