-51.3%
ACHR vs DRI
+134.6%
-185.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.1% | +3.1% | +3.1% |
| 7D | +18.0% | -0.7% | +18.7% | +18.5% |
| 30D | +3.6% | +14.7% | -11.1% | -4.9% |
| 3M | -28.4% | +5.4% | -33.9% | -31.5% |
| 6M | -25.7% | +18.8% | -44.5% | -35.1% |
| YTD | -35.4% | +28.4% | -63.7% | -47.0% |
| 1Y | -45.6% | +37.7% | -83.3% | -57.7% |
| 3Y | -2.2% | +68.0% | -70.2% | -35.5% |
| 5Y | -20.3% | +78.8% | -99.1% | -51.4% |
| All | -51.3% | +134.6% | -185.9% | -71.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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