-38.5%
ACHR vs DOCS
-54.0%
+15.5%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -4.3% | -1.8% | -4.7% |
| 7D | -11.6% | -1.3% | -10.3% | -11.3% |
| 30D | -16.8% | +19.4% | -36.2% | -21.2% |
| 3M | -25.6% | +53.4% | -79.0% | -36.0% |
| 6M | -33.7% | +28.8% | -62.5% | -40.8% |
| YTD | -48.5% | -25.1% | -23.5% | -46.1% |
| 1Y | -59.6% | -48.1% | -11.4% | -52.1% |
| 3Y | -29.3% | +51.4% | -80.6% | -44.1% |
| 5Y | -38.5% | -51.1% | +12.6% | -35.9% |
| All | -38.5% | -54.0% | +15.5% | -35.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling