-21.1%
ACHR vs DOW
-35.5%
+14.4%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.6% | -5.1% | -5.4% |
| 7D | -2.7% | -6.0% | +3.4% | -0.3% |
| 30D | -12.1% | -2.7% | -9.4% | -11.4% |
| 3M | +3.4% | -10.5% | +13.9% | +7.3% |
| 6M | -15.6% | -12.4% | -3.2% | -15.2% |
| YTD | -26.9% | +30.0% | -56.9% | -42.3% |
| 1Y | -34.8% | +27.8% | -62.6% | -48.7% |
| All | -21.1% | -35.5% | +14.4% | +1.2% |
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