-38.5%
ACHR vs DOC
-22.1%
-16.4%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.2% | -5.8% | -5.9% |
| 7D | -11.6% | +6.2% | -17.9% | -15.1% |
| 30D | -16.8% | +6.5% | -23.2% | -20.4% |
| 3M | -25.6% | -6.2% | -19.3% | -23.0% |
| 6M | -33.7% | +25.6% | -59.3% | -45.8% |
| YTD | -48.5% | +32.1% | -80.6% | -59.6% |
| 1Y | -59.6% | +20.3% | -79.9% | -66.0% |
| 3Y | -29.3% | +42.7% | -72.0% | -48.5% |
| 5Y | -38.5% | -22.2% | -16.3% | -29.6% |
| All | -38.5% | -22.1% | -16.4% | -29.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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