-49.4%
ACHR vs D
+15.6%
-65.0%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +0.2% | -7.2% | -6.8% |
| 7D | -9.2% | -1.4% | -7.9% | -9.7% |
| 30D | -1.0% | +7.7% | -8.7% | +1.8% |
| 3M | -42.2% | -0.3% | -41.9% | -42.1% |
| 6M | -38.2% | +10.1% | -48.2% | -36.2% |
| YTD | -46.4% | +19.1% | -65.5% | -44.3% |
| 1Y | -49.4% | +15.9% | -65.3% | -47.6% |
| All | -49.4% | +15.6% | -65.0% | -47.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling