-14.4%
ACHR vs DRI
+56.7%
-71.1%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.8% | +3.9% | +2.9% |
| 7D | +4.9% | -1.2% | +6.1% | +5.4% |
| 30D | +4.3% | -0.4% | +4.7% | +4.0% |
| 3M | +1.7% | +9.5% | -7.8% | -4.0% |
| 6M | -6.9% | +6.5% | -13.3% | -11.3% |
| YTD | -22.5% | +18.4% | -40.9% | -31.2% |
| 1Y | -31.5% | +4.2% | -35.7% | -34.6% |
| 3Y | -14.4% | +57.1% | -71.5% | -42.4% |
| All | -14.4% | +56.7% | -71.1% | -42.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling