+134.4%
DAL vs ACHR
-52.6%
+187.1%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +8.3% | -3.1% | +4.0% |
| 7D | +10.0% | +15.3% | -5.3% | +7.6% |
| 30D | +12.0% | -3.0% | +15.1% | +12.3% |
| 3M | +0.8% | -14.0% | +14.7% | +2.3% |
| 6M | +26.2% | -25.8% | +52.0% | +29.5% |
| YTD | +33.7% | -36.0% | +69.7% | +39.4% |
| 1Y | +57.6% | -41.2% | +98.8% | +65.7% |
| 3Y | +183.5% | -8.6% | +192.0% | +157.4% |
| 5Y | +114.2% | -20.6% | +134.8% | +69.2% |
| All | +134.4% | -52.6% | +187.1% | +69.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ACHR.
Daily Out/Under-Performance
Portfolio return minus ACHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACHR 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 ACHR 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