+113.0%
DAL vs ACHR
-25.3%
+138.3%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -10.9% | +5.7% | -3.5% |
| 7D | +1.4% | +11.9% | -10.5% | -0.6% |
| 30D | +9.1% | -2.5% | +11.6% | +9.2% |
| 3M | -3.5% | -31.2% | +27.7% | +1.8% |
| 6M | +23.4% | -32.2% | +55.6% | +28.6% |
| YTD | +26.0% | -42.4% | +68.5% | +33.8% |
| 1Y | +44.6% | -49.9% | +94.6% | +56.5% |
| 3Y | +162.7% | -12.9% | +175.6% | +138.0% |
| 5Y | +113.0% | -24.6% | +137.5% | +56.6% |
| All | +113.0% | -25.3% | +138.3% | +56.6% |
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