-21.8%
ACHR vs DKS
+27.3%
-49.1%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -0.8% |
| 7D | -5.4% | -4.7% | -0.6% | -3.5% |
| 30D | -19.7% | -35.1% | +15.3% | -5.3% |
| 3M | +7.9% | -37.7% | +45.6% | +29.1% |
| 6M | -13.8% | -30.7% | +17.0% | -3.1% |
| YTD | -27.5% | -31.9% | +4.4% | -18.1% |
| 1Y | -33.9% | -40.0% | +6.1% | -20.5% |
| All | -21.8% | +27.3% | -49.1% | -57.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DKS.
Daily Out/Under-Performance
Portfolio return minus DKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DKS 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 DKS 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