-34.3%
ACHR vs DRI
+2.4%
-36.7%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.1% | +1.2% | +2.3% |
| 7D | -2.3% | -3.2% | +0.9% | -2.2% |
| 30D | -11.3% | -7.8% | -3.5% | -11.0% |
| 3M | +5.3% | +0.4% | +4.9% | +5.4% |
| 6M | -13.2% | +4.8% | -18.0% | -14.0% |
| YTD | -25.8% | +16.7% | -42.5% | -28.5% |
| 1Y | -34.3% | +1.5% | -35.8% | -36.9% |
| All | -34.3% | +2.4% | -36.7% | -36.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling