-44.0%
ACHR vs DHI
+98.8%
-142.8%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.7% | +0.7% | +1.6% |
| 7D | -2.3% | -3.4% | +1.1% | -0.7% |
| 30D | -11.3% | -5.4% | -5.8% | -8.9% |
| 3M | +5.3% | -10.4% | +15.7% | +10.1% |
| 6M | -13.2% | -2.8% | -10.5% | -13.3% |
| YTD | -25.8% | -3.4% | -22.4% | -26.4% |
| 1Y | -34.3% | -22.9% | -11.4% | -27.3% |
| 3Y | -19.9% | +20.7% | -40.6% | -34.4% |
| 5Y | -42.7% | +62.1% | -104.8% | -61.4% |
| All | -44.0% | +98.8% | -142.8% | -64.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 all: compounded portfolio wealth divided by compounded DHI 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…
all analysis · Full analysis span regression · 6 months rolling