-30.5%
ACHR vs DKS
+26.5%
-57.0%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +2.8% | -9.7% | -8.1% |
| 7D | -9.2% | +6.3% | -15.5% | -11.5% |
| 30D | -1.0% | +9.3% | -10.3% | -5.1% |
| 3M | -42.2% | -25.3% | -16.9% | -36.7% |
| 6M | -38.2% | -29.2% | -9.0% | -31.4% |
| YTD | -46.4% | -22.7% | -23.7% | -43.1% |
| 1Y | -49.4% | -30.1% | -19.3% | -43.6% |
| 3Y | -22.5% | +45.6% | -68.1% | -40.4% |
| All | -30.5% | +26.5% | -57.0% | -47.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling