-42.7%
ACHR vs DOCU
-72.5%
+29.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.7% | -4.6% | -2.3% |
| 7D | -0.7% | +6.9% | -7.6% | -3.2% |
| 30D | +9.8% | +19.0% | -9.2% | +2.9% |
| 3M | -10.5% | +34.3% | -44.8% | -20.7% |
| 6M | -15.5% | +48.0% | -63.5% | -28.9% |
| YTD | -24.1% | 0.0% | -24.1% | -26.5% |
| 1Y | -32.4% | -10.3% | -22.2% | -31.6% |
| 3Y | -11.6% | +32.4% | -44.0% | -25.2% |
| 5Y | -42.9% | -77.9% | +35.0% | -32.9% |
| All | -42.7% | -72.5% | +29.7% | -34.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 DOCU 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