-58.7%
ACHR vs DOC
-9.3%
-49.3%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.1% | -3.4% | -2.1% |
| 7D | -5.1% | +8.7% | -13.8% | -9.9% |
| 30D | -12.7% | +7.6% | -20.3% | -16.9% |
| 3M | -22.4% | -5.3% | -17.1% | -20.4% |
| 6M | -28.6% | +27.6% | -56.2% | -41.4% |
| YTD | -45.2% | +32.4% | -77.6% | -56.3% |
| 1Y | -56.9% | +22.9% | -79.8% | -63.9% |
| 3Y | -24.7% | +43.1% | -67.8% | -43.5% |
| 5Y | -36.8% | -21.4% | -15.4% | -33.7% |
| All | -58.7% | -9.3% | -49.3% | -60.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling