-30.5%
ACHR vs DBX
+24.0%
-54.5%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +0.1% | -7.0% | -7.0% |
| 7D | -9.2% | -3.3% | -6.0% | -8.0% |
| 30D | -1.0% | -5.9% | +4.9% | +1.5% |
| 3M | -42.2% | -6.7% | -35.5% | -41.1% |
| 6M | -38.2% | +28.0% | -66.2% | -48.9% |
| YTD | -46.4% | +20.6% | -67.0% | -55.0% |
| 1Y | -49.4% | +10.3% | -59.7% | -54.7% |
| 3Y | -22.5% | +24.0% | -46.5% | -42.3% |
| All | -30.5% | +24.0% | -54.5% | -49.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DBX.
Daily Out/Under-Performance
Portfolio return minus DBX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DBX 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 DBX 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