-41.7%
ACHR vs DKS
+14.7%
-56.4%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.4% | 0.0% | +1.4% |
| 7D | -2.3% | -2.0% | -0.2% | -1.6% |
| 30D | -11.3% | -32.7% | +21.5% | +1.8% |
| 3M | +5.3% | -38.8% | +44.1% | +25.3% |
| 6M | -13.2% | -29.4% | +16.2% | -3.6% |
| YTD | -25.8% | -30.3% | +4.5% | -17.3% |
| 1Y | -34.3% | -39.6% | +5.3% | -22.0% |
| 3Y | -19.9% | +32.2% | -52.1% | -34.3% |
| All | -41.7% | +14.7% | -56.4% | -56.3% |
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