-44.8%
ACHR vs DRI
+112.9%
-157.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -1.6% | -4.0% | -4.7% |
| 7D | -2.7% | -4.8% | +2.2% | +0.3% |
| 30D | -12.1% | -3.9% | -8.2% | -10.5% |
| 3M | +3.4% | +5.1% | -1.7% | -1.4% |
| 6M | -15.6% | +5.5% | -21.1% | -20.5% |
| YTD | -26.9% | +16.5% | -43.3% | -36.0% |
| 1Y | -34.8% | +2.0% | -36.7% | -37.9% |
| 3Y | -19.2% | +54.5% | -73.7% | -43.6% |
| 5Y | -43.8% | +66.6% | -110.4% | -63.6% |
| All | -44.8% | +112.9% | -157.7% | -66.1% |
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