+133.2%
DAL vs ACHR
-52.1%
+185.3%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.2% | -4.1% | -1.4% |
| 7D | +2.3% | +18.0% | -15.6% | -0.3% |
| 30D | +14.3% | +3.6% | +10.7% | +13.4% |
| 3M | +1.3% | -28.4% | +29.7% | +5.9% |
| 6M | +29.3% | -25.7% | +55.0% | +32.7% |
| YTD | +33.0% | -35.4% | +68.4% | +38.4% |
| 1Y | +59.8% | -45.6% | +105.5% | +70.1% |
| 3Y | +177.2% | -2.2% | +179.4% | +149.3% |
| 5Y | +118.4% | -20.3% | +138.7% | +72.2% |
| All | +133.2% | -52.1% | +185.3% | +68.2% |
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