+122.7%
DAL vs ACHR
-56.3%
+179.0%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +14.7% | -12.6% | -0.1% |
| 7D | +8.8% | +5.7% | +3.1% | +7.8% |
| 30D | +5.4% | -4.9% | +10.3% | +5.9% |
| 3M | -4.9% | -15.1% | +10.2% | -3.3% |
| 6M | +19.8% | -30.7% | +50.6% | +24.3% |
| YTD | +27.0% | -41.0% | +67.9% | +34.0% |
| 1Y | +52.5% | -50.0% | +102.5% | +64.1% |
| 3Y | +173.8% | -17.0% | +190.9% | +152.2% |
| 5Y | +104.5% | -29.4% | +134.0% | +63.7% |
| All | +122.7% | -56.3% | +179.0% | +62.8% |
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