-52.8%
ACHR vs DOCS
-21.3%
-31.5%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.4% | -0.7% | -1.7% |
| 7D | +14.0% | -0.6% | +14.6% | +14.1% |
| 30D | -5.0% | +6.3% | -11.3% | -6.7% |
| 3M | -24.8% | +26.5% | -51.3% | -29.7% |
| 6M | -27.3% | +24.8% | -52.1% | -33.7% |
| YTD | -37.4% | -26.8% | -10.6% | -34.5% |
| 1Y | -44.3% | -38.3% | -6.0% | -38.7% |
| 3Y | -5.2% | +36.0% | -41.3% | -18.6% |
| 5Y | -20.8% | -55.0% | +34.1% | -19.3% |
| All | -52.8% | -21.3% | -31.5% | -51.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 10y: compounded portfolio wealth divided by compounded DOCS 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…
10y analysis · Full analysis span regression · 6 months rolling