-44.0%
ACHR vs DOW
-28.5%
-15.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.1% | +4.4% | +3.3% |
| 7D | -2.3% | -1.4% | -0.9% | -1.7% |
| 30D | -11.3% | -3.9% | -7.4% | -10.1% |
| 3M | +5.3% | -12.7% | +18.0% | +10.9% |
| 6M | -13.2% | -13.7% | +0.5% | -11.7% |
| YTD | -25.8% | +28.4% | -54.2% | -40.3% |
| 1Y | -34.3% | +21.8% | -56.0% | -46.3% |
| 3Y | -19.9% | -35.7% | +15.8% | -4.5% |
| 5Y | -42.7% | -36.8% | -5.8% | -32.4% |
| All | -44.0% | -28.5% | -15.5% | -35.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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