+135.5%
DAL vs ACHR
-53.6%
+189.1%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.1% | +2.5% | +0.8% |
| 7D | +10.7% | +14.0% | -3.3% | +8.4% |
| 30D | +12.5% | -5.0% | +17.6% | +13.1% |
| 3M | +3.6% | -24.8% | +28.4% | +7.5% |
| 6M | +26.7% | -27.3% | +54.0% | +30.5% |
| YTD | +34.3% | -37.4% | +71.6% | +40.4% |
| 1Y | +59.1% | -44.3% | +103.4% | +68.7% |
| 3Y | +179.9% | -5.2% | +185.1% | +152.9% |
| 5Y | +119.1% | -20.8% | +140.0% | +73.6% |
| All | +135.5% | -53.6% | +189.1% | +70.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling