-22.5%
ACHR vs DOW
-20.1%
-2.4%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.3% | -6.6% | -6.8% |
| 7D | -9.2% | +5.2% | -14.5% | -10.9% |
| 30D | -1.0% | +13.2% | -14.2% | -5.6% |
| 3M | -42.2% | +10.1% | -52.3% | -44.6% |
| 6M | -38.2% | -13.1% | -25.1% | -35.2% |
| YTD | -46.4% | +46.1% | -92.5% | -59.2% |
| 1Y | -49.4% | +50.0% | -99.4% | -62.3% |
| 3Y | -22.5% | -20.2% | -2.3% | -27.1% |
| All | -22.5% | -20.1% | -2.4% | -27.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling