-19.9%
ACHR vs DTE
+43.4%
-63.4%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DTE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.3% | +3.7% | +3.1% |
| 7D | -2.3% | -2.6% | +0.3% | -0.9% |
| 30D | -11.3% | -4.4% | -6.9% | -9.1% |
| 3M | +5.3% | -8.3% | +13.6% | +8.9% |
| 6M | -13.2% | -8.1% | -5.1% | -11.4% |
| YTD | -25.8% | +4.4% | -30.2% | -33.0% |
| 1Y | -34.3% | +0.2% | -34.4% | -38.1% |
| 3Y | -19.9% | +42.6% | -62.6% | -50.6% |
| All | -19.9% | +43.4% | -63.4% | -50.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DTE.
Daily Out/Under-Performance
Portfolio return minus DTE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DTE 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 DTE 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