-43.8%
ACHR vs DOV
+16.3%
-60.1%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -1.7% | -4.0% | -4.0% |
| 7D | -2.7% | +1.3% | -4.0% | -3.8% |
| 30D | -12.1% | -8.6% | -3.5% | -4.3% |
| 3M | +3.4% | -13.1% | +16.5% | +16.6% |
| 6M | -15.6% | -8.8% | -6.8% | -10.7% |
| YTD | -26.9% | -1.2% | -25.6% | -28.7% |
| 1Y | -34.8% | +10.7% | -45.5% | -44.3% |
| 3Y | -19.2% | +39.3% | -58.5% | -42.6% |
| 5Y | -43.8% | +16.4% | -60.2% | -59.4% |
| All | -43.8% | +16.3% | -60.1% | -59.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV 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 DOV 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