-43.8%
ACHR vs DRI
+68.4%
-112.2%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -1.6% | -4.0% | -4.5% |
| 7D | -2.7% | -4.8% | +2.2% | +0.8% |
| 30D | -12.1% | -3.9% | -8.2% | -10.3% |
| 3M | +3.4% | +5.1% | -1.7% | -2.2% |
| 6M | -15.6% | +5.5% | -21.1% | -21.3% |
| YTD | -26.9% | +16.5% | -43.3% | -37.6% |
| 1Y | -34.8% | +2.0% | -36.7% | -38.6% |
| 3Y | -19.2% | +54.5% | -73.7% | -48.9% |
| 5Y | -43.8% | +66.6% | -110.4% | -68.1% |
| All | -43.8% | +68.4% | -112.2% | -68.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling