-41.5%
ACHR vs DOW
-27.2%
-14.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.4% | +1.7% | +1.9% |
| 7D | +4.9% | -2.9% | +7.8% | +6.2% |
| 30D | +4.3% | +2.0% | +2.3% | +3.3% |
| 3M | +1.7% | -12.5% | +14.3% | +7.1% |
| 6M | -6.9% | -9.2% | +2.3% | -7.6% |
| YTD | -22.5% | +30.8% | -53.2% | -38.2% |
| 1Y | -31.5% | +29.4% | -60.9% | -45.8% |
| 3Y | -14.4% | -34.6% | +20.2% | +1.3% |
| 5Y | -41.6% | -35.9% | -5.7% | -31.7% |
| All | -41.5% | -27.2% | -14.4% | -33.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling