-21.8%
ACHR vs DG
+3.3%
-25.1%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.3% | +0.4% | -0.8% |
| 7D | -5.4% | -6.3% | +0.9% | -4.7% |
| 30D | -19.7% | +2.4% | -22.2% | -20.0% |
| 3M | +7.9% | +12.4% | -4.5% | +5.8% |
| 6M | -13.8% | -14.9% | +1.2% | -12.7% |
| YTD | -27.5% | -6.1% | -21.5% | -27.4% |
| 1Y | -33.9% | +17.9% | -51.8% | -35.3% |
| All | -21.8% | +3.3% | -25.1% | -22.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DG.
Daily Out/Under-Performance
Portfolio return minus DG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DG 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 3y: compounded portfolio wealth divided by compounded DG 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…
3y analysis · Full analysis span regression · 6 months rolling