-17.0%
ACHR vs DOCS
+47.6%
-64.6%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | -2.0% | +16.7% | +15.2% |
| 7D | +5.7% | -0.8% | +6.5% | +5.8% |
| 30D | -4.9% | +17.4% | -22.3% | -8.8% |
| 3M | -15.1% | +57.4% | -72.5% | -25.5% |
| 6M | -30.7% | +26.5% | -57.3% | -36.6% |
| YTD | -41.0% | -26.6% | -14.4% | -38.0% |
| 1Y | -50.0% | -48.1% | -1.9% | -41.9% |
| 3Y | -17.0% | +52.6% | -69.6% | -12.2% |
| All | -17.0% | +47.6% | -64.6% | -12.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling