+102.9%
DAL vs ACHR
-31.8%
+134.7%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +14.7% | -12.6% | -0.2% |
| 7D | +8.8% | +5.7% | +3.1% | +7.7% |
| 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% | +24.5% |
| YTD | +27.0% | -41.0% | +67.9% | +34.4% |
| 1Y | +52.5% | -50.0% | +102.5% | +64.8% |
| 3Y | +173.8% | -17.0% | +190.9% | +149.8% |
| All | +102.9% | -31.8% | +134.7% | +53.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling